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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 | $106,110+31.0% | $147,005-5.4% | $77,671+79.0% |
| Participation rate | 71.3% | 78.4%-7.1pp | 82.2%-10.8pp | 70.6%+0.7pp |
| Annual return | 16.67% | 56.77%-40.1pp | 418.76%-402.1pp | 31.21%-14.5pp |
| Employer contribution / active EE | $3,067 | $4,065-24.6% | $4,934-37.8% | $2,726+12.5% |
| Participant deferral / active EE | $8,772 | $7,992+9.8% | $8,070+8.7% | $4,648+88.7% |
| Admin fee / account holder | $275 | $338-18.7% | $13,006-97.9% | $430-36.2% |