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| Provider | Service type | Compensation |
|---|---|---|
BB&T4+ years Filed as: BB & T Service code 19 · EIN 56-1368984 | Securities Custodian | $55,087 |
PRONVEST4+ years Service code 52 · EIN 62-1823351 | Indirect Investment Fees | $17,002 |
BB&T IIA4+ years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $14,358 |
EBELHAR WHITEHEAD PLLC4+ years Filed as: EBELHAR WHITEHEAD, PLLC Service code 10 · EIN 27-2616366 | Accounting | $9,808 |
BB&T4+ 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 | $88,808 | $42,548+108.7% | $74,551+19.1% | $56,289+57.8% |
| Participation rate | 57.5% | 60.5%-3.0pp | 69.1%-11.7pp | 69.9%-12.4pp |
| Annual return | -6.23% | 12.40%-18.6pp | 32.53%-38.8pp | -9.96%+3.7pp |
| Employer contribution / active EE | $1,577 | $855+84.4% | $1,961-19.6% | $2,111-25.3% |
| Participant deferral / active EE | $2,331 | $2,277+2.4% | $3,108-25.0% | $3,350-30.4% |
| Admin fee / account holder | $688 | $467+47.2% | $5,059-86.4% | $521+32.0% |