Filed May 18, 1989
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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $24,747 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $7,896 |
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.
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 | $40,926 | $63,845-35.9% | $81,370-49.7% | $80,959-49.4% |
| Participation rate | 57.6% | 63.9%-6.2pp | 69.5%-11.9pp | 67.7%-10.0pp |
| Annual return | 8.44% | 16.37%-7.9pp | 24.85%-16.4pp | 35.67%-27.2pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,913 | $3,093-38.1% | $3,885-50.8% | $4,300-55.5% |
| Admin fee / account holder | $190 | $5,688-96.7% | $5,749-96.7% | $6,925-97.3% |