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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,029 | $65,084-23.1% | $67,681-26.1% | $64,340-22.2% |
| Participation rate | 58.4% | 66.7%-8.4pp | 73.7%-15.4pp | 55.2%+3.1pp |
| Annual return | 7.93% | 20.50%-12.6pp | 590.58%-582.6pp | 24.14%-16.2pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,678-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,652 | $3,210-17.4% | $3,976-33.3% | $2,980-11.0% |
| Admin fee / account holder | $327 | $1,415-76.9% | $6,100-94.6% | $3,703-91.2% |