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| Provider | Service type | Compensation |
|---|---|---|
BB&T2+ years Filed as: BB & T Service code 21 P.O.BOX 2887 · WILSON, NC 278942887 | Bank Trustee | $14,678 |
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $62,467-100.0% | $128,366-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 19.3%-19.3pp | 11.3%-11.3pp |
| Annual return | 9.32% | 11.00%-1.7pp | 9.39%-0.1pp | 10.41%-1.1pp |
| Employer contribution / active EE | $6,500 | $16,132-59.7% | $33,466-80.6% | $14,691-55.8% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,085-100.0% | $2,132-100.0% | $2,646-100.0% |