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| 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 | $55,470-44.1% | $155,556-80.1% | $74,478-58.3% |
| Participation rate | 96.8% | 61.9%+34.9pp | 78.2%+18.5pp | 67.2%+29.5pp |
| Annual return | 12.95% | 269.80%-256.9pp | 64.84%-51.9pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $2,447 | $2,267+7.9% | $4,675-47.7% | $2,626-6.8% |
| Participant deferral / active EE | $1,593 | $2,838-43.9% | $5,631-71.7% | $4,350-63.4% |
| Admin fee / account holder | $137 | $1,744-92.2% | $15,885-99.1% | $1,946-93.0% |