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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $27,655 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $10,138 |
NEXTCAPITAL GROUP, INC.1 year Service code 50 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Direct Payment | $1,848 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,458 | $62,715-64.2% | $104,301-78.5% | $66,938-66.4% |
| Participation rate | 38.8% | 59.6%-20.8pp | 73.3%-34.5pp | 69.8%-31.0pp |
| Annual return | -15.47% | -14.70%-0.8pp | 24.61%-40.1pp | 1.58%-17.0pp |
| Employer contribution / active EE | $584 | $1,976-70.5% | $3,373-82.7% | $2,545-77.1% |
| Participant deferral / active EE | $1,065 | $2,852-62.6% | $4,626-77.0% | $4,238-74.9% |
| Admin fee / account holder | $456 | $657-30.6% | $7,340-93.8% | $594-23.2% |