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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $10,386 |
BB&T2 years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $2,415 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,218 | $61,052-81.6% | $142,863-92.1% | $79,386-85.9% |
| Participation rate | 78.3% | 60.1%+18.2pp | 71.9%+6.4pp | 70.7%+7.6pp |
| Annual return | 15.76% | 16.02%-0.3pp | 5637.54%-5621.8pp | 116.85%-101.1pp |
| Employer contribution / active EE | $0 | $1,481-100.0% | $4,144-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,016 | $2,879-64.7% | $3,837-73.5% | $4,046-74.9% |
| Admin fee / account holder | $79 | $659-88.1% | $6,560-98.8% | $626-87.5% |