See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $16,993 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $10,153 |
BB&T3 years Service code 50 · EIN 56-1368984 | Direct Payment | $350 |
NEXTCAPITAL GROUP, INC.1 year Service code 27 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Advisory (Plan) | $17 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $35,486 | $185,342-80.9% | $111,297-68.1% | $86,799-59.1% |
| Participation rate | 35.5% | 81.0%-45.5pp | 77.3%-41.8pp | 72.3%-36.8pp |
| Annual return | 16.60% | 500.80%-484.2pp | 54.65%-38.0pp | 97.91%-81.3pp |
| Employer contribution / active EE | $1,047 | $2,246-53.4% | $2,731-61.7% | $2,405-56.5% |
| Participant deferral / active EE | $1,771 | $4,458-60.3% | $4,487-60.5% | $4,131-57.1% |
| Admin fee / account holder | $163 | $255-36.1% | $7,964-97.9% | $170-3.7% |