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| Provider | Service type | Compensation |
|---|---|---|
BB&T1 year Service code 16 · EIN 56-1368984 | Consulting | $39,386 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,764 |
PRONVEST1 year Service code 26 · EIN 62-1823351 | Advisory (Participants) | $8,770 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,462 | $37,213-82.6% | $156,551-95.9% | $63,975-89.9% |
| Participation rate | 95.8% | 65.0%+30.9pp | 84.0%+11.8pp | 71.1%+24.7pp |
| Annual return | 6.31% | 47.89%-41.6pp | 32.23%-25.9pp | 48.65%-42.3pp |
| Employer contribution / active EE | $353 | $1,357-73.9% | $5,501-93.6% | $2,182-83.8% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $45 | $56-19.6% | $13,028-99.7% | $70-35.7% |