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| Provider | Service type | Compensation |
|---|---|---|
BB&T1 year Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $14,118 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,714 | $53,901-80.1% | $134,162-92.0% | $73,497-85.4% |
| Participation rate | 70.8% | 62.8%+8.0pp | 72.2%-1.4pp | 70.7%+0.1pp |
| Annual return | 17.04% | 15.82%+1.2pp | 36.35%-19.3pp | 28.51%-11.5pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $3,705-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $933 | $2,739-65.9% | $3,500-73.3% | $3,740-75.0% |
| Admin fee / account holder | $104 | $581-82.1% | $6,685-98.4% | $513-79.8% |