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| Provider | Service type | Compensation |
|---|---|---|
PRONVEST5 years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $39,793 |
BB&T5 years Service code 16 · EIN 56-1368984 | Consulting | $19,201 |
BB&T IIA3 years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $3,342 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,531 | $56,095-90.1% | $178,490-96.9% | $90,288-93.9% |
| Participation rate | 98.8% | 65.6%+33.3pp | 81.9%+16.9pp | 73.4%+25.5pp |
| Annual return | 10.84% | 28.81%-18.0pp | 151.07%-140.2pp | 53.97%-43.1pp |
| Employer contribution / active EE | $464 | $1,572-70.5% | $5,011-90.7% | $2,524-81.6% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,232-100.0% |
| Admin fee / account holder | $27 | $101-72.8% | $13,984-99.8% | $114-76.0% |