Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $46,319 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $4,217 |
6 funds of $250K or more; 15 lines in all, holding $3.9M of the plan's $3.9M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: Vanguard Target Retirement, mutual fund, 91% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $3.6M | 90.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $133K | 3.4% |
| Large Cap Growth Fund II R1 Manager not matched · Mutual fund Possible retail class R1 | $131K | 3.4% |
| Large Cap Value Fund R1 Manager not matched · Mutual fund Possible retail class R1 | $25K | 0.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $11K | 0.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $10K | 0.3% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $10K | 0.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $10K | 0.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $8K | 0.2% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $7K | 0.2% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.