Filed August 1, 2025
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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC1 year Filed as: BB&T SECURITIES, LLC Service code 55 8006 DISCOVERY DR STE 403 · HENRICO, VA 23229 | Other Commissions | $15,270 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $6,078 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,017 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 26 · EIN 04-3516284 | Advisory (Participants) | $714 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,895 | $63,905-50.1% | $74,184-57.0% | $57,658-44.7% |
| Participation rate | 43.4% | 79.8%-36.4pp | 76.6%-33.2pp | 70.2%-26.8pp |
| Annual return | 8.29% | 60.60%-52.3pp | 17.74%-9.4pp | 5.13%+3.2pp |
| Employer contribution / active EE | $552 | $1,840-70.0% | $2,370-76.7% | $1,974-72.0% |
| Participant deferral / active EE | $1,186 | $3,448-65.6% | $3,550-66.6% | $3,061-61.3% |
| Admin fee / account holder | $14 | $91-85.2% | $5,586-99.8% | $95-85.7% |