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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $21,660 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $1,151 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,189 | $79,171-89.7% | $102,423-92.0% | $74,495-89.0% |
| Participation rate | 91.2% | 74.8%+16.4pp | 76.5%+14.8pp | 67.2%+24.0pp |
| Annual return | 11.79% | 54.93%-43.1pp | 29.32%-17.5pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $912 | $2,362-61.4% | $3,023-69.8% | $2,623-65.2% |
| Participant deferral / active EE | $1,599 | $4,415-63.8% | $5,053-68.4% | $4,346-63.2% |
| Admin fee / account holder | $134 | $2,001-93.3% | $9,451-98.6% | $1,942-93.1% |