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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 | $106,264+30.8% | $147,117-5.5% | $77,762+78.8% |
| Participation rate | 71.3% | 78.4%-7.1pp | 82.2%-10.9pp | 70.6%+0.7pp |
| Annual return | 16.67% | 56.94%-40.3pp | 420.54%-403.9pp | 31.27%-14.6pp |
| Employer contribution / active EE | $3,067 | $4,074-24.7% | $4,932-37.8% | $2,728+12.4% |
| Participant deferral / active EE | $8,772 | $8,003+9.6% | $8,065+8.8% | $4,651+88.6% |
| Admin fee / account holder | $275 | $334-17.9% | $12,993-97.9% | $433-36.6% |