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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE DIGITAL INVESTMENT ADVISORS. Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $18,212 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,453 |
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.
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 | $24,363 | $140,800-82.7% | $89,340-72.7% | $79,634-69.4% |
| Participation rate | 14.3% | 61.9%-47.7pp | 69.6%-55.3pp | 62.5%-48.2pp |
| Annual return | 17.30% | 17.84%-0.5pp | 20.57%-3.3pp | 36.46%-19.2pp |
| Employer contribution / active EE | $451 | $2,021-77.7% | $2,231-79.8% | $2,529-82.2% |
| Participant deferral / active EE | $724 | $3,219-77.5% | $3,823-81.1% | $3,835-81.1% |
| Admin fee / account holder | $204 | $1,610-87.3% | $6,704-97.0% | $1,002-79.6% |