Filed May 11, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $42,242 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,731 |
WINTRUST INVESTMENTS LLC2 years Filed as: WINTRUST WEALTH MANAGEMENT Service code 27 231 S. LASALLE · CHICAGO, IL 60604 | Advisory (Plan) | $13,048 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,533 | $88,360+56.8% | $145,433-4.7% | $67,986+103.8% |
| Participation rate | 92.5% | 65.5%+27.0pp | 82.1%+10.3pp | 57.2%+35.3pp |
| Annual return | 17.88% | 63.15%-45.3pp | 66.58%-48.7pp | 31.67%-13.8pp |
| Employer contribution / active EE | $1,536 | $3,054-49.7% | $4,554-66.3% | $2,019-23.9% |
| Participant deferral / active EE | $10,711 | $5,932+80.6% | $7,897+35.6% | $3,358+219.0% |
| Admin fee / account holder | $336 | $3,313-89.8% | $13,129-97.4% | $3,203-89.5% |