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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 | $52,353-15.5% | $120,225-63.2% | $82,448-46.4% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 18.70% | 61.85%-43.2pp | 439.23%-420.5pp | 41.64%-22.9pp |
| Employer contribution / active EE | $2,307 | $1,510+52.8% | $3,475-33.6% | $2,551-9.6% |
| Participant deferral / active EE | $8,816 | $2,627+235.6% | $3,999+120.5% | $4,139+113.0% |
| Admin fee / account holder | $36 | $4,363-99.2% | $5,696-99.4% | $7,234-99.5% |