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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $33,634 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $22,994 |
NEXTCAPITAL GROUP, INC.4 years Service code 50 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Direct Payment | $3,127 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,768 | $79,223-25.8% | $102,460-42.6% | $74,478-21.1% |
| Participation rate | 92.4% | 74.8%+17.6pp | 76.5%+15.9pp | 67.2%+25.2pp |
| Annual return | 12.06% | 54.98%-42.9pp | 29.47%-17.4pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $2,269 | $2,363-4.0% | $3,025-25.0% | $2,626-13.6% |
| Participant deferral / active EE | $4,402 | $4,417-0.4% | $5,056-12.9% | $4,350+1.2% |
| Admin fee / account holder | $272 | $2,003-86.4% | $9,460-97.1% | $1,946-86.0% |