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| Provider | Service type | Compensation |
|---|---|---|
BB&T5+ years Service code 16 · EIN 56-1368984 | Consulting | $0 |
BB&T IIA5+ years Service code 27 · EIN 57-0956597 | Advisory (Plan) | $0 |
PRONVEST5+ years Service code 27 · EIN 62-1823351 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,254 | $50,956+28.1% | $96,562-32.4% | $86,799-24.8% |
| Participation rate | 27.3% | 65.2%-37.9pp | 69.8%-42.5pp | 72.3%-44.9pp |
| Annual return | 9.97% | 21.27%-11.3pp | 37.78%-27.8pp | 97.91%-87.9pp |
| Employer contribution / active EE | $212 | $1,111-80.9% | $2,356-91.0% | $2,405-91.2% |
| Participant deferral / active EE | $1,734 | $2,954-41.3% | $3,849-54.9% | $4,131-58.0% |
| Admin fee / account holder | $592 | $166+256.4% | $6,181-90.4% | $170+249.0% |