Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $83,813 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $4,306 |
MORNINGSTAR1 year Service code 50 | Direct Payment | $11 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,078 | $104,829-84.7% | $142,942-88.8% | $79,634-79.8% |
| Participation rate | 32.5% | 66.2%-33.7pp | 76.8%-44.4pp | 62.5%-30.0pp |
| Annual return | 12.77% | 15.48%-2.7pp | 113.70%-100.9pp | 36.46%-23.7pp |
| Employer contribution / active EE | $525 | $3,867-86.4% | $4,139-87.3% | $2,529-79.2% |
| Participant deferral / active EE | $1,696 | $5,222-67.5% | $7,128-76.2% | $3,835-55.8% |
| Admin fee / account holder | $273 | $887-69.2% | $12,475-97.8% | $1,002-72.8% |