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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,824 | $79,013+37.7% | $100,391+8.4% | $74,495+46.1% |
| Participation rate | 95.3% | 79.5%+15.8pp | 81.5%+13.8pp | 67.2%+28.1pp |
| Annual return | 12.58% | 20.41%-7.8pp | 49.20%-36.6pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $2,969 | $3,021-1.7% | $3,942-24.7% | $2,623+13.2% |
| Participant deferral / active EE | $9,547 | $7,760+23.0% | $8,082+18.1% | $4,346+119.7% |
| Admin fee / account holder | $218 | $1,320-83.5% | $7,899-97.2% | $1,942-88.8% |