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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) | $24,971 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $21,831 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,975 | $55,437+118.2% | $155,534-22.2% | $74,459+62.5% |
| Participation rate | 85.8% | 61.9%+23.9pp | 78.2%+7.6pp | 67.2%+18.6pp |
| Annual return | 12.64% | 269.58%-256.9pp | 64.92%-52.3pp | 1369.70%-1357.1pp |
| Employer contribution / active EE | $7,088 | $2,266+212.8% | $4,675+51.6% | $2,626+169.9% |
| Participant deferral / active EE | $4,221 | $2,837+48.8% | $5,630-25.0% | $4,350-3.0% |
| Admin fee / account holder | $287 | $1,742-83.5% | $15,900-98.2% | $1,945-85.2% |