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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,571 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $14,521 |
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.)
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 | $81,987 | $65,453+25.3% | $86,698-5.4% | $66,938+22.5% |
| Participation rate | 67.3% | 75.5%-8.2pp | 76.6%-9.3pp | 69.8%-2.6pp |
| Annual return | -15.86% | -10.89%-5.0pp | 35.95%-51.8pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,041 | $2,154-51.7% | $2,837-63.3% | $2,545-59.1% |
| Participant deferral / active EE | $3,153 | $4,102-23.1% | $4,656-32.3% | $4,238-25.6% |
| Admin fee / account holder | $363 | $642-43.5% | $7,493-95.2% | $594-38.9% |