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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $31,510 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 50 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Direct Payment | $5,095 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,764 | $91,407+69.3% | $135,903+13.9% | $71,457+116.6% |
| Participation rate | 74.7% | 75.7%-1.0pp | 81.9%-7.2pp | 67.9%+6.7pp |
| Annual return | 15.54% | 29.90%-14.4pp | 68.23%-52.7pp | 28.85%-13.3pp |
| Employer contribution / active EE | $7,693 | $3,703+107.7% | $4,856+58.4% | $2,588+197.3% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $203 | $1,266-84.0% | $10,762-98.1% | $1,587-87.2% |