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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $27,773 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $19,957 |
BB&T5 years Service code 16 · EIN 56-1368984 | Consulting | $6,718 |
BB&T IIA4 years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $5,601 |
NEXTCAPITAL GROUP, INC.1 year Service code 27 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Advisory (Plan) | $162 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,589 | $77,670+105.5% | $109,163+46.2% | $79,393+101.0% |
| Participation rate | 88.5% | 67.8%+20.7pp | 75.9%+12.6pp | 70.7%+17.8pp |
| Annual return | 16.41% | 23.44%-7.0pp | 25.75%-9.3pp | 116.87%-100.5pp |
| Employer contribution / active EE | $2,898 | $2,798+3.6% | $3,723-22.2% | $2,428+19.4% |
| Participant deferral / active EE | $5,948 | $3,518+69.0% | $4,654+27.8% | $4,046+47.0% |
| Admin fee / account holder | $360 | $732-50.8% | $6,754-94.7% | $627-42.5% |