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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $101,928 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $62,428 |
NEXTCAPITAL GROUP, INC.4 years Service code 27 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Advisory (Plan) | $15,332 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,575 | $89,435-55.7% | $164,975-76.0% | $77,714-49.1% |
| Participation rate | 90.0% | 78.6%+11.4pp | 78.6%+11.4pp | 70.6%+19.4pp |
| Annual return | 11.46% | 28.82%-17.4pp | 70.12%-58.7pp | 31.26%-19.8pp |
| Employer contribution / active EE | $1,471 | $2,563-42.6% | $4,343-66.1% | $2,727-46.1% |
| Participant deferral / active EE | $3,397 | $4,901-30.7% | $6,033-43.7% | $4,649-26.9% |
| Admin fee / account holder | $211 | $340-37.8% | $12,688-98.3% | $433-51.2% |