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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,533 | $100,923+37.3% | $150,045-7.7% | $74,304+86.4% |
| Participation rate | 92.5% | 70.1%+22.4pp | 82.3%+10.1pp | 60.3%+32.1pp |
| Annual return | 17.88% | 51.77%-33.9pp | 62.55%-44.7pp | 29.43%-11.6pp |
| Employer contribution / active EE | $1,536 | $3,463-55.7% | $4,693-67.3% | $2,241-31.5% |
| Participant deferral / active EE | $10,711 | $6,709+59.6% | $7,997+33.9% | $3,767+184.3% |
| Admin fee / account holder | $336 | $2,767-87.8% | $13,435-97.5% | $2,969-88.7% |