Filed June 10, 2008 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
BB&T INSURANCE SERVICES1 year Filed as: BB&T INSURANCE SERVICES INC Service code 49 · EIN 56-1623293 | Other Services | $10,700 |
DEMPSEY LORD SMITH LLC1 year Service code 49 · EIN 20-4853289 | Other Services | $4,148 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,120 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,664 | $45,324-19.1% | $122,354-70.0% | $69,631-47.3% |
| Participation rate | 79.4% | 59.9%+19.5pp | 71.6%+7.8pp | 70.7%+8.7pp |
| Annual return | 18.00% | 25.35%-7.4pp | 30.28%-12.3pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $1,087 | $1,230-11.6% | $4,051-73.2% | $2,032-46.5% |
| Participant deferral / active EE | $2,323 | $2,367-1.9% | $3,287-29.3% | $3,224-27.9% |
| Admin fee / account holder | $4 | $87-94.8% | $5,479-99.9% | $110-95.9% |