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| Provider | Service type | Compensation |
|---|---|---|
BB&T3+ years Filed as: BB & T Service code 19 · EIN 56-1368984 | Securities Custodian | $57,132 |
PRONVEST3+ years Service code 52 · EIN 62-1823351 | Indirect Investment Fees | $14,646 |
BB&T IIA3+ years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $14,226 |
EBELHAR WHITEHEAD PLLC3+ years Filed as: EBELHAR WHITEHEAD, PLLC Service code 10 · EIN 27-2616366 | Accounting | $9,608 |
BB&T3+ 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 | $105,221 | $51,466+104.4% | $78,778+33.6% | $62,293+68.9% |
| Participation rate | 59.0% | 59.8%-0.8pp | 69.2%-10.2pp | 69.5%-10.5pp |
| Annual return | 14.96% | 19.96%-5.0pp | 35.62%-20.7pp | 28.90%-13.9pp |
| Employer contribution / active EE | $1,519 | $827+83.6% | $1,986-23.5% | $2,042-25.6% |
| Participant deferral / active EE | $2,398 | $2,147+11.7% | $2,958-19.0% | $3,169-24.3% |
| Admin fee / account holder | $655 | $489+33.8% | $5,134-87.2% | $479+36.6% |