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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,191 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $20,092 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,282 | $63,471+23.3% | $68,808+13.8% | $66,938+16.9% |
| Participation rate | 66.0% | 60.0%+6.0pp | 69.0%-3.0pp | 69.8%-3.8pp |
| Annual return | -17.25% | -8.29%-9.0pp | -6.37%-10.9pp | 1.58%-18.8pp |
| Employer contribution / active EE | $385 | $1,776-78.3% | $2,656-85.5% | $2,545-84.9% |
| Participant deferral / active EE | $2,632 | $2,946-10.7% | $3,942-33.2% | $4,238-37.9% |
| Admin fee / account holder | $480 | $578-16.8% | $4,936-90.3% | $594-19.0% |