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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $89,148 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $39,971 |
NEXTCAPITAL GROUP, INC.2 years Service code 50 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Direct Payment | $318 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,656 | $106,236-72.1% | $112,249-73.6% | $64,819-54.2% |
| Participation rate | 94.4% | 71.7%+22.8pp | 75.1%+19.4pp | 71.5%+23.0pp |
| Annual return | -15.47% | -6.02%-9.5pp | 27.48%-43.0pp | 32.84%-48.3pp |
| Employer contribution / active EE | $1,059 | $3,166-66.5% | $3,636-70.9% | $2,507-57.7% |
| Participant deferral / active EE | $4,310 | $3,785+13.9% | $4,729-8.9% | $4,3110% |
| Admin fee / account holder | $114 | $452-74.8% | $6,412-98.2% | $188-39.3% |