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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $184,874 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $39,729 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,559 | $50,287-59.1% | $112,273-81.7% | $80,149-74.3% |
| Participation rate | 62.1% | 52.9%+9.2pp | 72.4%-10.3pp | 72.9%-10.8pp |
| Annual return | 14.32% | 19.72%-5.4pp | 30.23%-15.9pp | 40.39%-26.1pp |
| Employer contribution / active EE | $675 | $1,211-44.2% | $3,431-80.3% | $2,977-77.3% |
| Participant deferral / active EE | $1,601 | $2,265-29.3% | $4,800-66.6% | $5,015-68.1% |
| Admin fee / account holder | $92 | $116-21.0% | $7,752-98.8% | $145-36.7% |