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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $57,949 |
401K ADVISORS INC1+ years Filed as: 401K ADMINISTRATION MANAGEMENT PROG Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $43,544 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,559 |
NOVA401(K) ASSOCIATES1+ years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $14,575 |
Filed as: ONE DIGITAL TOPCO LLC Service code 99 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Other Fees | $8,501 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,249 | $80,2490% | $659,271-87.8% | $80,2490% |
| Participation rate | 48.6% | 48.6%0pp | 71.0%-22.3pp | 48.6%0pp |
| Annual return | 0.00% | 6.12%-6.1pp | 13.60%-13.6pp | 6.12%-6.1pp |
| Employer contribution / active EE | $1,448 | $1,4480% | $18,914-92.3% | $1,4480% |
| Participant deferral / active EE | $4,538 | $3,631+25.0% | $3,574+27.0% | $3,631+25.0% |
| Admin fee / account holder | $226 | $2260% | $82,290-99.7% | $2260% |