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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $56,032 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 50 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Direct Payment | $15,913 |
NEXTCAPITAL GROUP, INC.4 years Service code 50 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Direct Payment | $7,292 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,524 | $45,109-16.8% | $85,187-56.0% | $77,736-51.7% |
| Participation rate | 85.3% | 48.7%+36.6pp | 67.5%+17.8pp | 70.6%+14.7pp |
| Annual return | 11.91% | 79.55%-67.6pp | 66.67%-54.8pp | 31.26%-19.3pp |
| Employer contribution / active EE | $641 | $1,602-60.0% | $2,732-76.5% | $2,728-76.5% |
| Participant deferral / active EE | $3,774 | $2,814+34.1% | $4,525-16.6% | $4,651-18.8% |
| Admin fee / account holder | $137 | $915-85.0% | $6,162-97.8% | $433-68.4% |