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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) | $33,285 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $7,115 |
Filed as: ATLANTIC PENSION SERVICES, INC Service code 14 220 N. UNION ST. · KENNETT SQUARE, PA 19348 | Plan Administrator | $1,650 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,547 | $52,507-3.7% | $129,406-60.9% | $74,478-32.1% |
| Participation rate | 72.8% | 53.9%+18.9pp | 69.6%+3.1pp | 67.2%+5.6pp |
| Annual return | 190.08% | 15.64%+174.4pp | 9468.18%-9278.1pp | 1370.56%-1180.5pp |
| Employer contribution / active EE | $4,357 | $1,534+184.0% | $4,155+4.9% | $2,626+65.9% |
| Participant deferral / active EE | $8,742 | $2,801+212.2% | $4,167+109.8% | $4,350+101.0% |
| Admin fee / account holder | $162 | $2,639-93.9% | $7,689-97.9% | $1,946-91.7% |