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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $231,132 |
BB&T1+ years Service code 15 · EIN 56-1368984 | Recordkeeping | $46,011 |
Filed as: COMPERIO RET. CONSULTING Service code 27 · EIN 20-4798483 | Advisory (Plan) | $16,857 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $8,405 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,702 | $122,114-79.0% | $96,188-73.3% | $101,555-74.7% |
| Participation rate | 91.3% | 40.2%+51.1pp | 68.4%+22.9pp | 74.5%+16.8pp |
| Annual return | 45.48% | 22.60%+22.9pp | 192.12%-146.6pp | 21.00%+24.5pp |
| Employer contribution / active EE | $1,943 | $938+107.1% | $2,800-30.6% | $2,972-34.6% |
| Participant deferral / active EE | $2,908 | $2,166+34.3% | $4,350-33.1% | $4,874-40.3% |
| Admin fee / account holder | $54 | $1,652-96.7% | $5,538-99.0% | $139-61.4% |