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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL TOPCO LLC Service code 99 · EIN 82-1434504 | Other Fees | $18,253 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $2,627 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,214 | $56,431-21.6% | $130,788-66.2% | $87,485-49.5% |
| Participation rate | 100.0% | 58.9%+41.1pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 18.70% | 91.27%-72.6pp | 386.44%-367.7pp | 26.06%-7.4pp |
| Employer contribution / active EE | $2,307 | $1,549+48.9% | $3,558-35.2% | $2,596-11.2% |
| Participant deferral / active EE | $8,816 | $2,749+220.7% | $4,137+113.1% | $4,274+106.3% |
| Admin fee / account holder | $36 | $4,433-99.2% | $6,673-99.5% | $7,775-99.5% |