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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 47-1303679 216 MAPLE AVENUE · RED BANK, NJ 07701 | Advisory (Plan) | $17,434 |
NATIONWIDE8+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,310 |
INTAC ACTUARIAL SERVICES8+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 · EIN 11-3401702 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Recordkeeping | $5,994 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,859 | $61,356-56.2% | $149,696-82.1% | $71,511-62.4% |
| Participation rate | 97.0% | 62.5%+34.5pp | 78.8%+18.2pp | 67.9%+29.1pp |
| Annual return | 7.86% | 35.86%-28.0pp | 134.46%-126.6pp | 28.86%-21.0pp |
| Employer contribution / active EE | $4,484 | $2,382+88.3% | $4,821-7.0% | $2,589+73.2% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $112 | $1,263-91.2% | $13,212-99.2% | $1,588-93.0% |