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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 50 · EIN 11-3665754 | Direct Payment | $39,484 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $6,117 |
NEXTCAPITAL GROUP, INC.4 years Service code 50 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Direct Payment | $1,973 |
Annual investment return 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 | $162,908 | $101,499+60.5% | $147,005+10.8% | $74,546+118.5% |
| Participation rate | 82.5% | 75.5%+7.0pp | 82.2%+0.4pp | 67.2%+15.3pp |
| Annual return | 12.31% | 8732.34%-8720.0pp | 418.76%-406.5pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $8,430 | $3,811+121.2% | $4,934+70.8% | $2,624+221.2% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $254 | $1,748-85.4% | $13,006-98.0% | $1,944-86.9% |