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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $23,574 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $15,969 |
CROSSLIN PLLC1 year Filed as: CROSSLIN, PLLC Service code 10 3803 BEDFORD AVE · NASHVILLE, TN 37215 | Accounting | $14,004 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,029 | $67,984-26.4% | $65,493-23.6% | $74,304-32.7% |
| Participation rate | 58.4% | 66.3%-8.0pp | 73.1%-14.7pp | 60.3%-2.0pp |
| Annual return | 7.93% | 19.87%-11.9pp | 982.45%-974.5pp | 29.43%-21.5pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,652 | $3,346-20.7% | $3,961-33.0% | $3,767-29.6% |
| Admin fee / account holder | $327 | $1,373-76.2% | $5,028-93.5% | $2,969-89.0% |