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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 | $63,433-21.1% | $63,803-21.6% | $64,097-21.9% |
| Participation rate | 58.4% | 65.0%-6.7pp | 72.7%-14.3pp | 55.2%+3.2pp |
| Annual return | 7.93% | 20.74%-12.8pp | 543.72%-535.8pp | 34.64%-26.7pp |
| Employer contribution / active EE | $0 | $2,332-100.0% | $2,532-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,652 | $3,119-15.0% | $3,843-31.0% | $3,080-13.9% |
| Admin fee / account holder | $327 | $1,489-78.0% | $5,196-93.7% | $3,454-90.5% |