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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 | $52,450-3.6% | $129,397-60.9% | $74,429-32.1% |
| Participation rate | 72.8% | 53.8%+18.9pp | 69.6%+3.2pp | 67.2%+5.6pp |
| Annual return | 190.08% | 15.65%+174.4pp | 9453.98%-9263.9pp | 1368.38%-1178.3pp |
| Employer contribution / active EE | $4,357 | $1,532+184.4% | $4,154+4.9% | $2,625+66.0% |
| Participant deferral / active EE | $8,742 | $2,797+212.5% | $4,167+109.8% | $4,348+101.1% |
| Admin fee / account holder | $162 | $2,636-93.9% | $7,679-97.9% | $1,944-91.7% |