Filed February 23, 2015
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $78,728 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $42,726 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $21,908 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN, SCHULTZ SHERIDAN & FRITZ Service code 10 210 GRANDVIEW AVE · CAMP HILL, PA 17011 | Accounting | $10,720 |
NEXTCAPITAL GROUP, INC.2 years Service code 50 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Direct Payment | $10,604 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,708 | $47,898-52.6% | $117,472-80.7% | $64,808-65.0% |
| Participation rate | 88.6% | 61.9%+26.7pp | 70.6%+18.0pp | 71.5%+17.1pp |
| Annual return | -15.92% | -15.54%-0.4pp | 29.74%-45.7pp | 32.82%-48.7pp |
| Employer contribution / active EE | $894 | $1,774-49.6% | $4,176-78.6% | $2,506-64.3% |
| Participant deferral / active EE | $2,588 | $3,151-17.8% | $4,070-36.4% | $4,310-39.9% |
| Admin fee / account holder | $200 | $132+51.6% | $5,645-96.5% | $188+6.4% |