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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $33,560 |
SECURITIES AMERICA INC2 years Filed as: BB&T SECURITIES LLC Service code 53 · EIN 20-5817590 | Insurance Commissions | $7,745 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 22-3483675 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 22-3849391 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE HARTFORD1 year Service code 52 · EIN 22-2937447 | Indirect Investment Fees | $0 |
VICTORY1 year Service code 52 · EIN 31-6364605 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,224 | $53,128-48.8% | $86,582-68.6% | $70,126-61.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 11.81% | 27.66%-15.9pp | 965.08%-953.3pp | 73.15%-61.3pp |
| Employer contribution / active EE | $6,226 | $2,068+201.1% | $2,839+119.3% | $2,343+165.8% |
| Participant deferral / active EE | $5,992 | $2,695+122.3% | $3,609+66.0% | $3,332+79.8% |
| Admin fee / account holder | $317 | $3,584-91.1% | $4,904-93.5% | $4,645-93.2% |