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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $84,280 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS. Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $77,252 |
NEXTCAPITAL GROUP, INC.4 years Service code 27 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Advisory (Plan) | $12,600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,045 | $106,247+30.9% | $147,096-5.5% | $77,714+78.9% |
| Participation rate | 71.3% | 78.4%-7.1pp | 82.2%-10.9pp | 70.6%+0.7pp |
| Annual return | 16.67% | 56.87%-40.2pp | 419.75%-403.1pp | 31.26%-14.6pp |
| Employer contribution / active EE | $3,067 | $4,069-24.6% | $4,936-37.9% | $2,727+12.5% |
| Participant deferral / active EE | $8,772 | $7,996+9.7% | $8,071+8.7% | $4,649+88.7% |
| Admin fee / account holder | $275 | $338-18.8% | $13,005-97.9% | $433-36.6% |