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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $32,986 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 39-0859910 | Accounting | $15,880 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $12,703 |
CONRAD SIEGEL7 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $11,506 |
AMERICAN CENTURY3 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 44-6006315 | Investment Management | $0 |
BLACKROCK1 year Filed as: BLACKROCK ADVISORS, LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
AMERICAN FUNDS10+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS8 years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
FEDERATED1 year Filed as: FEDERATED MDTA LLC Service code 28 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,657 | $101,591+36.5% | $147,096-5.7% | $74,429+86.3% |
| Participation rate | 99.5% | 75.5%+24.0pp | 82.2%+17.4pp | 67.2%+32.3pp |
| Annual return | 16.27% | 8746.45%-8730.2pp | 419.75%-403.5pp | 1368.38%-1352.1pp |
| Employer contribution / active EE | $8,263 | $3,813+116.7% | $4,936+67.4% | $2,625+214.8% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $315 | $1,750-82.0% | $13,005-97.6% | $1,944-83.8% |