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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $51,183 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $27,850 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,723 | $24,891+63.6% | $69,623-41.5% | $74,459-45.3% |
| Participation rate | 93.7% | 63.4%+30.3pp | 66.4%+27.3pp | 67.2%+26.5pp |
| Annual return | 10.26% | 18.53%-8.3pp | 101.23%-91.0pp | 1369.70%-1359.4pp |
| Employer contribution / active EE | $693 | $1,005-31.0% | $1,709-59.4% | $2,626-73.6% |
| Participant deferral / active EE | $3,007 | $1,908+57.6% | $2,890+4.0% | $4,350-30.9% |
| Admin fee / account holder | $351 | $1,904-81.6% | $4,696-92.5% | $1,945-81.9% |