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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $73,383 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $37,648 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,294 | $82,979-53.9% | $102,412-62.6% | $77,736-50.7% |
| Participation rate | 96.6% | 71.5%+25.0pp | 74.5%+22.1pp | 70.6%+26.0pp |
| Annual return | 9.70% | 19.11%-9.4pp | 24.94%-15.2pp | 31.26%-21.6pp |
| Employer contribution / active EE | $2,635 | $3,554-25.9% | $3,870-31.9% | $2,728-3.4% |
| Participant deferral / active EE | $1,078 | $4,109-73.8% | $5,060-78.7% | $4,651-76.8% |
| Admin fee / account holder | $254 | $639-60.2% | $8,388-97.0% | $433-41.4% |