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| Provider | Service type | Compensation |
|---|---|---|
BB&T6+ years Filed as: BB & T Service code 19 · EIN 56-1368984 | Securities Custodian | $53,479 |
BB&T1 year Filed as: BB&T IA Service code 26 · EIN 57-0956597 | Advisory (Participants) | $18,735 |
PRO PRINT1 year Filed as: PRO-NVEST Service code 52 · EIN 62-1823351 | Indirect Investment Fees | $17,102 |
EBELHAR WHITEHEAD PLLC6+ years Filed as: EBELHAR WHITEHEAD, PLLC Service code 10 · EIN 27-2616366 | Accounting | $10,456 |
BB&T6+ 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 | $92,042 | $64,286+43.2% | $90,970+1.2% | $73,412+25.4% |
| Participation rate | 37.2% | 63.6%-26.4pp | 69.0%-31.8pp | 72.2%-34.9pp |
| Annual return | 19.28% | 21.46%-2.2pp | 134.60%-115.3pp | 59.30%-40.0pp |
| Employer contribution / active EE | $1,023 | $895+14.4% | $2,122-51.8% | $2,234-54.2% |
| Participant deferral / active EE | $1,452 | $2,453-40.8% | $3,373-57.0% | $3,806-61.9% |
| Admin fee / account holder | $688 | $287+139.6% | $5,961-88.5% | $158+335.8% |