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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,882 |
MCCANNON ROGERS DRISCOLL & ASSOC2+ years Service code 10 · EIN 56-1056216 | Accounting | $8,755 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $8,348 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,756 | $59,813-13.5% | $79,580-35.0% | $68,486-24.4% |
| Participation rate | 58.8% | 61.1%-2.2pp | 69.5%-10.7pp | 67.9%-9.1pp |
| Annual return | -13.77% | -12.30%-1.5pp | 0.15%-13.9pp | -7.85%-5.9pp |
| Employer contribution / active EE | -$7 | $1,505-100.5% | $2,413-100.3% | $2,597-100.3% |
| Participant deferral / active EE | $3,308 | $3,024+9.4% | $3,985-17.0% | $4,028-17.9% |
| Admin fee / account holder | $600 | $4,835-87.6% | $6,835-91.2% | $5,404-88.9% |