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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $35,762 |
BB&T1 year Service code 50 · EIN 56-1368984 | Direct Payment | $9,715 |
PRONVEST3+ years Service code 51 · EIN 62-1823351 | Investment Mgmt Fees | $8,919 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $2,539 |
NEXTCAPITAL GROUP, INC.1 year Service code 27 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Advisory (Plan) | $1,016 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,959 | $104,482+59.8% | $159,455+4.7% | $79,393+110.3% |
| Participation rate | 85.0% | 76.6%+8.4pp | 82.8%+2.2pp | 70.7%+14.3pp |
| Annual return | 13.50% | 67.96%-54.5pp | 263.63%-250.1pp | 116.87%-103.4pp |
| Employer contribution / active EE | $9,304 | $3,416+172.3% | $4,830+92.6% | $2,428+283.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $320 | $711-55.0% | $10,800-97.0% | $627-48.9% |