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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $25,467 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $2,255 |
MORNINGSTAR2 years Service code 50 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Direct Payment | $1 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,506 | $64,119-49.3% | $112,228-71.0% | $66,914-51.4% |
| Participation rate | 42.3% | 68.5%-26.1pp | 75.1%-32.7pp | 69.8%-27.5pp |
| Annual return | -18.86% | -13.81%-5.0pp | 27.45%-46.3pp | 1.58%-20.4pp |
| Employer contribution / active EE | $888 | $3,005-70.5% | $3,635-75.6% | $2,544-65.1% |
| Participant deferral / active EE | $2,342 | $3,693-36.6% | $4,728-50.5% | $4,237-44.7% |
| Admin fee / account holder | $299 | $625-52.2% | $6,410-95.3% | $593-49.7% |