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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $35,553 |
PRONVEST7+ years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $34,582 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $17,693 |
BB&T IIA3 years Service code 27 · EIN 57-0956597 | Advisory (Plan) | $7,832 |
BB&T7+ years Service code 50 · EIN 56-1368984 | Direct Payment | $7,173 |
NEXTCAPITAL GROUP, INC.1 year Service code 27 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Advisory (Plan) | $7,077 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,879 | $104,336+52.3% | $159,455-0.4% | $86,813+83.0% |
| Participation rate | 67.5% | 77.7%-10.2pp | 82.8%-15.3pp | 72.3%-4.8pp |
| Annual return | 17.49% | 26.32%-8.8pp | 263.63%-246.1pp | 97.93%-80.4pp |
| Employer contribution / active EE | $2,700 | $3,451-21.8% | $4,830-44.1% | $2,406+12.2% |
| Participant deferral / active EE | $6,966 | $6,837+1.9% | $7,353-5.3% | $4,131+68.6% |
| Admin fee / account holder | $253 | $172+47.1% | $10,800-97.7% | $170+49.3% |