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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) | $34,982 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 30-1413443 | Accounting | $17,535 |
CHARLES SCHWAB & CO., INC.11+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $14,335 |
CONRAD SIEGEL8 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $11,596 |
AMERICAN CENTURY4 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 44-6006315 | Investment Management | $0 |
BLACKROCK2 years Filed as: BLACKROCK ADVISORS, LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
AMERICAN FUNDS11+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DELAWARE INVESTMENTS4 years Filed as: DELAWARE MANAGEMENT COMPANY Service code 28 100 INDEPENDENCE 610 MARKET STREET · PHILADELPHIA, PA 19106 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS9 years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
DODGE & COX11+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $155,364 | $75,058+107.0% | $152,301+2.0% | $64,340+141.5% |
| Participation rate | 100.0% | 60.9%+39.1pp | 82.4%+17.6pp | 55.2%+44.8pp |
| Annual return | 14.94% | 29.93%-15.0pp | 80.50%-65.6pp | 24.14%-9.2pp |
| Employer contribution / active EE | $8,238 | $2,605+216.3% | $4,624+78.1% | $1,862+342.5% |
| Participant deferral / active EE | $0 | $5,041-100.0% | $8,004-100.0% | $2,980-100.0% |
| Admin fee / account holder | $341 | $4,050-91.6% | $14,398-97.6% | $3,703-90.8% |