Filed January 3, 2024
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $81,813 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $18,394 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $42,787 | $83,158-48.5% | $167,512-74.5% | $102,872-58.4% |
| Participation rate | 27.2% | 70.1%-42.9pp | 77.1%-49.9pp | 73.0%-45.8pp |
| Annual return | 17.38% | 21.37%-4.0pp | 1615.79%-1598.4pp | 19.06%-1.7pp |
| Employer contribution / active EE | $959 | $2,233-57.0% | $3,882-75.3% | $3,526-72.8% |
| Participant deferral / active EE | $1,313 | $5,132-74.4% | $6,405-79.5% | $5,535-76.3% |
| Admin fee / account holder | $103 | $109-5.5% | $9,769-98.9% | $292-64.7% |