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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $24,419 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $1,919 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,655 | $55,437-80.8% | $155,534-93.1% | $74,459-85.7% |
| Participation rate | 95.7% | 61.9%+33.8pp | 78.2%+17.4pp | 67.2%+28.4pp |
| Annual return | 11.34% | 269.58%-258.2pp | 64.92%-53.6pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $992 | $2,266-56.2% | $4,675-78.8% | $2,626-62.2% |
| Participant deferral / active EE | $1,542 | $2,837-45.6% | $5,630-72.6% | $4,350-64.5% |
| Admin fee / account holder | $133 | $1,742-92.4% | $15,900-99.2% | $1,945-93.2% |