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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,908 | $101,317+60.8% | $146,958+10.9% | $74,495+118.7% |
| Participation rate | 82.5% | 75.5%+7.0pp | 82.2%+0.4pp | 67.2%+15.3pp |
| Annual return | 12.31% | 8730.91%-8718.6pp | 418.34%-406.0pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $8,430 | $3,810+121.3% | $4,933+70.9% | $2,623+221.4% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $254 | $1,739-85.4% | $12,998-98.0% | $1,942-86.9% |