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| Provider | Service type | Compensation |
|---|---|---|
BB&T2 years Service code 21 P.O.BOX 2887 · WILSON, NC 278942887 | Bank Trustee | $17,370 |
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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).
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 | $1,185,213-100.0% | $247,190-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | - |
| Annual return | 7.65% | 42.38%-34.7pp | 7.87%-0.2pp | - |
| Employer contribution / active EE | $4,394 | $19,943-78.0% | $31,784-86.2% | - |
| Participant deferral / active EE | $0 | $669-100.0% | $241-100.0% | - |
| Admin fee / account holder | $0 | $2,937-100.0% | $240,514-100.0% | - |