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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,354 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $19,923 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,212 | $79,223-20.2% | $102,460-38.3% | $74,478-15.1% |
| Participation rate | 92.1% | 74.8%+17.4pp | 76.5%+15.6pp | 67.2%+24.9pp |
| Annual return | 181.56% | 54.98%+126.6pp | 29.47%+152.1pp | 1370.56%-1189.0pp |
| Employer contribution / active EE | $2,018 | $2,363-14.6% | $3,025-33.3% | $2,626-23.2% |
| Participant deferral / active EE | $6,914 | $4,417+56.5% | $5,056+36.7% | $4,350+58.9% |
| Admin fee / account holder | $191 | $2,003-90.5% | $9,460-98.0% | $1,946-90.2% |