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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $51,468 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $11,936 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,809 | $65,960-82.1% | $81,844-85.6% | $77,736-84.8% |
| Participation rate | 43.7% | 65.8%-22.1pp | 72.4%-28.7pp | 70.6%-26.9pp |
| Annual return | 8.14% | 26.64%-18.5pp | 778.87%-770.7pp | 31.26%-23.1pp |
| Employer contribution / active EE | $0 | $2,375-100.0% | $2,916-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $789 | $3,505-77.5% | $4,323-81.7% | $4,651-83.0% |
| Admin fee / account holder | $174 | $526-67.0% | $7,355-97.6% | $433-59.9% |