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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $35,710 |
PRONVEST1 year Service code 27 · EIN 62-1823351 | Advisory (Plan) | $19,093 |
NEXTCAPITAL GROUP, INC.1 year Service code 27 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Advisory (Plan) | $7,452 |
BB&T1 year Service code 50 · EIN 56-1368984 | Direct Payment | $5,403 |
BB&T IIA1 year Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $1,284 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $56,511-100.0% | $185,837-100.0% | $86,813-100.0% |
| Participation rate | 0.0% | 65.5%-65.5pp | 81.7%-81.7pp | 72.3%-72.3pp |
| Annual return | 75.71% | 118.12%-42.4pp | 122.08%-46.4pp | 97.93%-22.2pp |
| Employer contribution / active EE | $5,218 | $1,844+183.0% | $5,168+1.0% | $2,406+116.9% |
| Participant deferral / active EE | $3,339 | $2,554+30.7% | $5,568-40.0% | $4,131-19.2% |
| Admin fee / account holder | $0 | $150-100.0% | $16,241-100.0% | $170-100.0% |