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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $71,868 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $68,744 |
NEXTCAPITAL GROUP, INC.3 years Service code 27 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Advisory (Plan) | $11,021 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $5 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,623 | $95,417+24.3% | $135,974-12.8% | $74,460+59.3% |
| Participation rate | 71.8% | 78.2%-6.4pp | 81.9%-10.1pp | 70.7%+1.1pp |
| Annual return | 20.65% | 32.76%-12.1pp | 68.30%-47.7pp | 34.38%-13.7pp |
| Employer contribution / active EE | $2,674 | $3,878-31.1% | $4,859-45.0% | $2,638+1.3% |
| Participant deferral / active EE | $7,167 | $7,789-8.0% | $7,760-7.6% | $4,530+58.2% |
| Admin fee / account holder | $249 | $266-6.4% | $10,767-97.7% | $348-28.4% |