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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,447 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $5,874 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $4,828 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,617 | $56,053-63.2% | $75,972-72.9% | $80,856-74.5% |
| Participation rate | 84.5% | 62.0%+22.5pp | 69.1%+15.5pp | 67.6%+16.9pp |
| Annual return | 10.13% | 20.53%-10.4pp | 359.55%-349.4pp | 35.59%-25.5pp |
| Employer contribution / active EE | $162 | $1,874-91.3% | $2,685-94.0% | $2,755-94.1% |
| Participant deferral / active EE | $2,195 | $3,052-28.1% | $4,255-48.4% | $4,296-48.9% |
| Admin fee / account holder | $146 | $5,234-97.2% | $6,467-97.7% | $6,918-97.9% |