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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $9,406 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $784 |
NEXTCAPITAL GROUP, INC.1 year Service code 27 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Advisory (Plan) | $314 |
BB&T3 years Service code 50 · EIN 56-1368984 | Direct Payment | $50 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,859 | $84,936-49.5% | $111,297-61.5% | $79,386-46.0% |
| Participation rate | 72.4% | 75.9%-3.4pp | 77.3%-4.9pp | 70.7%+1.7pp |
| Annual return | 13.41% | 17.45%-4.0pp | 54.65%-41.2pp | 116.85%-103.4pp |
| Employer contribution / active EE | $537 | $1,979-72.9% | $2,731-80.3% | $2,427-77.9% |
| Participant deferral / active EE | $1,758 | $3,888-54.8% | $4,487-60.8% | $4,046-56.6% |
| Admin fee / account holder | $155 | $537-71.2% | $7,964-98.1% | $626-75.3% |