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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $5,865 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $5,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,916 | $88,186-83.1% | $165,071-91.0% | $74,459-80.0% |
| Participation rate | 57.1% | 73.1%-16.0pp | 78.6%-21.5pp | 67.2%-10.1pp |
| Annual return | 16.12% | 17.13%-1.0pp | 70.17%-54.1pp | 1369.70%-1353.6pp |
| Employer contribution / active EE | $1,372 | $2,600-47.2% | $4,347-68.4% | $2,626-47.8% |
| Participant deferral / active EE | $2,337 | $4,505-48.1% | $6,035-61.3% | $4,350-46.3% |
| Admin fee / account holder | $93 | $2,234-95.9% | $12,695-99.3% | $1,945-95.2% |