Filed July 3, 2013
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.
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $91,430 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 26 11101 SWITZER RD, SUITE 200 · OVERLAND PARK, KS 66210 | Advisory (Participants) | $26,707 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $21,228 |
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 26 880 CARILLON PARKWAY, · PETERSBURG, FL 33716 | Advisory (Participants) | $12,900 |
NEXTCAPITAL GROUP, INC.4 years Service code 27 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Advisory (Plan) | $7,140 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,963 | $80,781-10.9% | $102,437-29.7% | $74,478-3.4% |
| Participation rate | 93.1% | 65.7%+27.5pp | 74.5%+18.6pp | 67.2%+25.9pp |
| Annual return | 16.06% | 27.58%-11.5pp | 24.95%-8.9pp | 1370.56%-1354.5pp |
| Employer contribution / active EE | $1,061 | $3,160-66.4% | $3,871-72.6% | $2,626-59.6% |
| Participant deferral / active EE | $8,132 | $3,862+110.6% | $5,060+60.7% | $4,350+86.9% |
| Admin fee / account holder | $572 | $2,372-75.9% | $8,388-93.2% | $1,946-70.6% |