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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $46,533 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $19,426 |
Employer 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 | $18,045 | $50,815-64.5% | $155,509-88.4% | $77,643-76.8% |
| Participation rate | 92.5% | 63.1%+29.4pp | 78.2%+14.3pp | 70.6%+21.9pp |
| Annual return | 16.39% | 34.80%-18.4pp | 64.67%-48.3pp | 31.24%-14.8pp |
| Employer contribution / active EE | $1 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,706 | $2,822+31.3% | $5,626-34.1% | $4,647-20.2% |
| Admin fee / account holder | $121 | $437-72.2% | $15,912-99.2% | $430-71.8% |