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| Provider | Service type | Compensation |
|---|---|---|
BB&T1 year Service code 21 P.O.BOX 2887 · WILSON, NC 278942887 | Bank Trustee | $15,839 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $289,682-100.0% | $161,646-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | - |
| Annual return | 4.36% | 43.80%-39.4pp | 12.93%-8.6pp | - |
| Employer contribution / active EE | $3,788 | $11,594-67.3% | $35,210-89.2% | - |
| Participant deferral / active EE | $0 | $2,039-100.0% | $458-100.0% | - |
| Admin fee / account holder | $0 | $16,563-100.0% | $4,659-100.0% | - |