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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 26 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Participants) | $25,000 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $20,753 |
Participant 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.)
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 | $88,439 | $77,920+13.5% | $149,723-40.9% | $75,177+17.6% |
| Participation rate | 71.8% | 65.6%+6.2pp | 78.8%-6.9pp | 67.2%+4.6pp |
| Annual return | 10.03% | 31.72%-21.7pp | 134.50%-124.5pp | 160.75%-150.7pp |
| Employer contribution / active EE | $1,734 | $3,138-44.7% | $4,821-64.0% | $2,671-35.1% |
| Participant deferral / active EE | $749 | $3,411-78.0% | $5,682-86.8% | $4,126-81.8% |
| Admin fee / account holder | $571 | $5,951-90.4% | $13,215-95.7% | $5,651-89.9% |