See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $42,331 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $19,035 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $5,614 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,217 | $86,655+132.2% | $119,609+68.2% | $66,914+200.7% |
| Participation rate | 47.5% | 75.6%-28.1pp | 79.3%-31.8pp | 69.8%-22.3pp |
| Annual return | -16.21% | -8.00%-8.2pp | -14.97%-1.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,772 | $2,536+9.3% | $4,232-34.5% | $2,544+8.9% |
| Participant deferral / active EE | $4,543 | $4,358+4.2% | $5,602-18.9% | $4,237+7.2% |
| Admin fee / account holder | $568 | $755-24.8% | $10,323-94.5% | $593-4.3% |