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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $31,588 |
SECURITIES AMERICA INC1 year Filed as: BB&T SECURITIES LLC Service code 53 · EIN 20-5817590 | Insurance Commissions | $8,110 |
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 | $13,216 | $39,859-66.8% | $78,676-83.2% | $57,658-77.1% |
| Participation rate | 96.4% | 66.1%+30.3pp | 73.6%+22.9pp | 70.2%+26.2pp |
| Annual return | 7.00% | 18.96%-12.0pp | 62.19%-55.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $1,049 | $1,786-41.3% | $2,850-63.2% | $1,974-46.9% |
| Participant deferral / active EE | $674 | $2,248-70.0% | $3,517-80.8% | $3,061-78.0% |
| Admin fee / account holder | $104 | $76+36.9% | $4,510-97.7% | $95+10.3% |