Filed August 1, 2025
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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC2 years Filed as: BB&T SECURITIES, LLC Service code 55 901 E BYRD ST FL 3 · RICHMOND, VA 23219 | Other Commissions | $20,626 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,346 |
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.
Employer 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 | $36,654 | $69,305-47.1% | $82,312-55.5% | $69,631-47.4% |
| Participation rate | 42.1% | 80.3%-38.1pp | 76.9%-34.8pp | 70.7%-28.6pp |
| Annual return | 16.77% | 21.47%-4.7pp | 25.88%-9.1pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $542 | $1,887-71.2% | $2,428-77.7% | $2,032-73.3% |
| Participant deferral / active EE | $1,143 | $3,568-68.0% | $3,706-69.2% | $3,224-64.5% |
| Admin fee / account holder | $20 | $97-79.4% | $5,608-99.6% | $110-81.9% |