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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $121,579 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $52,029 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,152 | $89,465-48.4% | $164,866-72.0% | $77,671-40.6% |
| Participation rate | 94.5% | 78.6%+15.9pp | 78.6%+15.9pp | 70.6%+23.9pp |
| Annual return | 20.72% | 28.81%-8.1pp | 69.97%-49.2pp | 31.21%-10.5pp |
| Employer contribution / active EE | $729 | $2,568-71.6% | $4,343-83.2% | $2,726-73.3% |
| Participant deferral / active EE | $5,567 | $4,897+13.7% | $6,033-7.7% | $4,648+19.8% |
| Admin fee / account holder | $177 | $340-47.8% | $12,689-98.6% | $430-58.8% |