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| Provider | Service type | Compensation |
|---|---|---|
BB&T2+ years Filed as: BB & T Service code 19 · EIN 56-1368984 | Securities Custodian | $52,046 |
BB&T IIA2+ years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $13,023 |
PRONVEST2+ years Service code 52 · EIN 62-1823351 | Indirect Investment Fees | $12,427 |
EBELHAR WHITEHEAD PLLC2+ years Filed as: EBELHAR WHITEHEAD, PLLC Service code 10 · EIN 27-2616366 | Accounting | $7,112 |
BB&T2+ 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 | $109,158 | $42,546+156.6% | $71,796+52.0% | $55,167+97.9% |
| Participation rate | 58.0% | 59.1%-1.1pp | 69.1%-11.1pp | 69.0%-11.0pp |
| Annual return | 9.05% | 12.36%-3.3pp | 78.04%-69.0pp | 169.23%-160.2pp |
| Employer contribution / active EE | $1,724 | $803+114.5% | $1,924-10.4% | $1,963-12.2% |
| Participant deferral / active EE | $2,547 | $2,064+23.4% | $2,794-8.9% | $3,054-16.6% |
| Admin fee / account holder | $631 | $650-2.8% | $4,815-86.9% | $504+25.3% |