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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) | $28,968 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,252 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,824 | $79,045+37.7% | $100,378+8.4% | $74,429+46.2% |
| Participation rate | 95.3% | 79.4%+15.8pp | 81.5%+13.8pp | 67.2%+28.1pp |
| Annual return | 12.58% | 20.61%-8.0pp | 49.41%-36.8pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $2,969 | $3,015-1.5% | $3,942-24.7% | $2,625+13.1% |
| Participant deferral / active EE | $9,547 | $7,751+23.2% | $8,087+18.0% | $4,348+119.5% |
| Admin fee / account holder | $218 | $1,335-83.7% | $7,899-97.2% | $1,944-88.8% |