Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $47,743 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $25,853 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,925 | $64,176+124.3% | $112,249+28.2% | $66,938+115.0% |
| Participation rate | 90.7% | 68.4%+22.2pp | 75.1%+15.6pp | 69.8%+20.9pp |
| Annual return | -18.08% | -13.80%-4.3pp | 27.48%-45.6pp | 1.58%-19.7pp |
| Employer contribution / active EE | $3,419 | $3,007+13.7% | $3,636-6.0% | $2,545+34.3% |
| Participant deferral / active EE | $7,051 | $3,694+90.9% | $4,729+49.1% | $4,238+66.4% |
| Admin fee / account holder | $471 | $626-24.8% | $6,412-92.7% | $594-20.7% |