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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $41,911 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $33,749 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,482 | $80,731+134.7% | $103,374+83.3% | $74,546+154.2% |
| Participation rate | 90.1% | 65.7%+24.5pp | 74.5%+15.6pp | 67.2%+22.9pp |
| Annual return | 13.31% | 27.56%-14.3pp | 24.89%-11.6pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $3,434 | $3,158+8.7% | $3,869-11.3% | $2,624+30.8% |
| Participant deferral / active EE | $6,965 | $3,860+80.4% | $5,058+37.7% | $4,347+60.2% |
| Admin fee / account holder | $434 | $2,369-81.7% | $8,394-94.8% | $1,944-77.7% |