Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $30,337 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $10,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,027 | $55,472-44.1% | $155,567-80.1% | $74,546-58.4% |
| Participation rate | 96.8% | 61.9%+34.9pp | 78.2%+18.6pp | 67.2%+29.6pp |
| Annual return | 12.95% | 268.72%-255.8pp | 64.74%-51.8pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $2,447 | $2,269+7.8% | $4,674-47.7% | $2,624-6.8% |
| Participant deferral / active EE | $1,593 | $2,838-43.9% | $5,628-71.7% | $4,347-63.4% |
| Admin fee / account holder | $137 | $1,743-92.2% | $15,916-99.1% | $1,944-93.0% |