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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,133 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $8,815 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,557 | $55,472-26.9% | $155,567-73.9% | $74,546-45.6% |
| Participation rate | 95.8% | 61.9%+33.9pp | 78.2%+17.6pp | 67.2%+28.6pp |
| Annual return | 11.13% | 268.72%-257.6pp | 64.74%-53.6pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $2,396 | $2,269+5.6% | $4,674-48.7% | $2,624-8.7% |
| Participant deferral / active EE | $3,147 | $2,838+10.9% | $5,628-44.1% | $4,347-27.6% |
| Admin fee / account holder | $188 | $1,743-89.2% | $15,916-98.8% | $1,944-90.3% |