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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS, LLC Service code 27 11101 SWITZER RD. SUITE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $85,755 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $36,070 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $93,957 | $77,569+21.1% | $115,599-18.7% | $64,097+46.6% |
| Participation rate | 96.6% | 60.7%+35.9pp | 74.3%+22.3pp | 55.2%+41.4pp |
| Annual return | 16.43% | 18.52%-2.1pp | 111.10%-94.7pp | 34.64%-18.2pp |
| Employer contribution / active EE | $2,193 | $1,915+14.6% | $2,955-25.8% | $1,891+16.0% |
| Participant deferral / active EE | $8,010 | $3,327+140.7% | $4,889+63.8% | $3,080+160.1% |
| Admin fee / account holder | $655 | $4,470-85.3% | $12,841-94.9% | $3,454-81.0% |