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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $88,597 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $28,887 |
BB&T1 year Service code 37 · EIN 56-1368984 | Loan Processing | $4,471 |
Participant contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,212 | $114,195-74.4% | $106,548-72.6% | $93,030-68.6% |
| Participation rate | 93.7% | 86.4%+7.3pp | 76.1%+17.5pp | 73.9%+19.8pp |
| Annual return | 17.06% | 22.18%-5.1pp | 26.80%-9.7pp | 158.70%-141.6pp |
| Employer contribution / active EE | $1,982 | $4,009-50.6% | $2,819-29.7% | $2,706-26.7% |
| Participant deferral / active EE | $2,445 | $5,908-58.6% | $4,398-44.4% | $4,562-46.4% |
| Admin fee / account holder | $88 | $105-16.4% | $7,407-98.8% | $152-42.3% |