Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BB&T4+ years Filed as: BB & T Service code 19 · EIN 56-1368984 | Securities Custodian | $28,043 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,437 | $55,790-25.7% | $76,823-46.1% | $67,579-38.7% |
| Participation rate | 32.2% | 71.1%-38.9pp | 72.1%-39.9pp | 71.3%-39.1pp |
| Annual return | 5.19% | 64.45%-59.3pp | 1166.42%-1161.2pp | 378.56%-373.4pp |
| Employer contribution / active EE | $1,229 | $1,810-32.1% | $2,302-46.6% | $2,148-42.8% |
| Participant deferral / active EE | $652 | $2,875-77.3% | $3,336-80.5% | $3,539-81.6% |
| Admin fee / account holder | $221 | $159+38.9% | $6,422-96.6% | $142+55.4% |