Filed February 23, 2015
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $99,615 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $63,428 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN PLUS Service code 10 210 GRANDVIEW AVE · CAMP HILL, PA 17011 | Accounting | $12,638 |
NEXTCAPITAL GROUP, INC.4 years Service code 50 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Direct Payment | $10,858 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,420 | $58,778-48.2% | $129,207-76.5% | $77,643-60.8% |
| Participation rate | 90.3% | 59.2%+31.0pp | 69.6%+20.7pp | 70.6%+19.7pp |
| Annual return | 13.19% | 24.73%-11.5pp | 9417.33%-9404.1pp | 31.24%-18.0pp |
| Employer contribution / active EE | $1,021 | $1,952-47.7% | $4,153-75.4% | $2,726-62.5% |
| Participant deferral / active EE | $2,919 | $3,212-9.1% | $4,168-30.0% | $4,647-37.2% |
| Admin fee / account holder | $203 | $589-65.5% | $7,715-97.4% | $430-52.7% |