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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $42,393 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $27,664 |
PRONVEST5 years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $16,748 |
BB&T5 years Service code 50 · EIN 56-1368984 | Direct Payment | $10,219 |
BB&T IIA5 years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $5,554 |
NEXTCAPITAL GROUP, INC.1 year Service code 27 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Advisory (Plan) | $3,032 |
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 | $75,372 | $77,677-3.0% | $109,173-31.0% | $79,391-5.1% |
| Participation rate | 95.0% | 67.8%+27.2pp | 75.9%+19.1pp | 70.7%+24.3pp |
| Annual return | 15.47% | 23.44%-8.0pp | 25.75%-10.3pp | 116.88%-101.4pp |
| Employer contribution / active EE | $789 | $2,798-71.8% | $3,723-78.8% | $2,428-67.5% |
| Participant deferral / active EE | $5,652 | $3,517+60.7% | $4,654+21.5% | $4,046+39.7% |
| Admin fee / account holder | $520 | $732-29.0% | $6,755-92.3% | $627-17.0% |