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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $47,121 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $24,485 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,621 | $88,890-47.6% | $102,423-54.5% | $77,643-40.0% |
| Participation rate | 36.3% | 80.9%-44.6pp | 76.5%-40.2pp | 70.6%-34.3pp |
| Annual return | 13.15% | 24.98%-11.8pp | 29.32%-16.2pp | 31.24%-18.1pp |
| Employer contribution / active EE | $1,201 | $2,698-55.5% | $3,023-60.3% | $2,726-56.0% |
| Participant deferral / active EE | $2,029 | $5,145-60.6% | $5,053-59.8% | $4,647-56.3% |
| Admin fee / account holder | $259 | $235+9.8% | $9,451-97.3% | $430-39.9% |