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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,311 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $17,596 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,418 | $41,016+81.4% | $152,093-51.1% | $64,097+16.1% |
| Participation rate | 49.5% | 51.3%-1.8pp | 77.8%-28.2pp | 55.2%-5.6pp |
| Annual return | 13.26% | 39.60%-26.3pp | 66.36%-53.1pp | 34.64%-21.4pp |
| Employer contribution / active EE | $408 | $1,342-69.6% | $4,175-90.2% | $1,891-78.4% |
| Participant deferral / active EE | $3,232 | $1,927+67.7% | $5,451-40.7% | $3,080+4.9% |
| Admin fee / account holder | $252 | $2,305-89.1% | $14,497-98.3% | $3,454-92.7% |