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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $33,639 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 50 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Direct Payment | $5,033 |
NEXTCAPITAL GROUP, INC.2 years Service code 50 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Direct Payment | $2,013 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,592 | $84,493+71.1% | $125,381+15.3% | $66,938+116.0% |
| Participation rate | 70.5% | 76.4%-6.0pp | 82.4%-11.9pp | 69.8%+0.6pp |
| Annual return | -16.49% | -8.49%-8.0pp | 572.31%-588.8pp | 1.58%-18.1pp |
| Employer contribution / active EE | $8,287 | $3,554+133.2% | $4,815+72.1% | $2,545+225.6% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $237 | $685-65.5% | $10,007-97.6% | $594-60.1% |