Filed December 31, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $6,116 |
BB&T3 years Service code 15 · EIN 56-1368984 | Recordkeeping | $1,344 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 50 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Direct Payment | $1,342 |
BB&T IIA2 years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,041 | $93,182-65.6% | $146,643-78.2% | $79,391-59.6% |
| Participation rate | 61.7% | 76.4%-14.7pp | 80.1%-18.4pp | 70.7%-9.0pp |
| Annual return | 8.29% | 21.61%-13.3pp | 22.75%-14.5pp | 116.88%-108.6pp |
| Employer contribution / active EE | $503 | $2,420-79.2% | $4,137-87.8% | $2,428-79.3% |
| Participant deferral / active EE | $1,392 | $4,169-66.6% | $5,506-74.7% | $4,046-65.6% |
| Admin fee / account holder | $60 | $585-89.7% | $10,280-99.4% | $627-90.4% |