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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $64,805 |
MULLER MARTINI CORP.4 years Service code 99 · EIN 11-2129950 | Other Fees | $19,108 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $11,807 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8,374 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $316,282 | $79,189+299.4% | $102,457+208.7% | $74,400+325.1% |
| Participation rate | 98.3% | 74.8%+23.5pp | 76.5%+21.8pp | 67.2%+31.1pp |
| Annual return | 11.91% | 54.98%-43.1pp | 29.41%-17.5pp | 1367.51%-1355.6pp |
| Employer contribution / active EE | $7,366 | $2,362+211.8% | $3,022+143.7% | $2,624+180.7% |
| Participant deferral / active EE | $15,836 | $4,415+258.7% | $5,054+213.3% | $4,348+264.2% |
| Admin fee / account holder | $255 | $2,002-87.2% | $9,451-97.3% | $1,944-86.9% |