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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC4+ years Filed as: BB&T SECURITIES LLC Service code 27 · EIN 20-5817590 | Advisory (Plan) | $14,627 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,403 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,499 | $56,152-8.3% | $185,835-72.3% | $73,412-29.9% |
| Participation rate | 37.7% | 67.6%-29.8pp | 78.0%-40.3pp | 72.2%-34.5pp |
| Annual return | 21.20% | 17.59%+3.6pp | 35.96%-14.8pp | 59.30%-38.1pp |
| Employer contribution / active EE | $339 | $1,532-77.9% | $4,087-91.7% | $2,234-84.8% |
| Participant deferral / active EE | $2,106 | $3,659-42.4% | $5,633-62.6% | $3,806-44.7% |
| Admin fee / account holder | $19 | $132-85.3% | $9,502-99.8% | $158-87.7% |