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| Provider | Service type | Compensation |
|---|---|---|
BB&T1+ years Filed as: BB & T Service code 19 · EIN 56-1368984 | Securities Custodian | $48,476 |
BB&T IIA1+ years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $13,117 |
EBELHAR WHITEHEAD PLLC1+ years Filed as: EBELHAR WHITEHEAD, PLLC Service code 10 · EIN 27-2616366 | Accounting | $12,006 |
PRONVEST1+ years Service code 52 · EIN 62-1823351 | Indirect Investment Fees | $11,858 |
BB&T1+ years Service code 99 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $101,614 | $39,245+158.9% | $64,105+58.5% | $52,331+94.2% |
| Participation rate | 60.3% | 58.2%+2.1pp | 68.2%-7.9pp | 68.1%-7.8pp |
| Annual return | -2.05% | 14.79%-16.8pp | 791.24%-793.3pp | 4.54%-6.6pp |
| Employer contribution / active EE | $1,721 | $736+133.7% | $1,820-5.5% | $1,882-8.6% |
| Participant deferral / active EE | $2,691 | $1,992+35.1% | $2,822-4.6% | $3,022-10.9% |
| Admin fee / account holder | $657 | $592+10.9% | $4,499-85.4% | $592+11.1% |