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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $63,045 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 16 · EIN 43-1451524 | Consulting | $43,045 |
TEMPLETON & COMPANY LLP6 years Service code 10 · EIN 14-1918990 | Accounting | $12,500 |
Filed as: 316 FIDUCIARY SERVICES CORPORATIO Service code 14 · EIN 45-4813650 | Plan Administrator | $8,609 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,031 | $109,659-78.1% | $62,929-61.8% | $103,975-76.9% |
| Participation rate | 31.0% | 71.6%-40.6pp | 73.1%-42.1pp | 72.5%-41.5pp |
| Annual return | 17.56% | 15.88%+1.7pp | 1063.93%-1046.4pp | 19.41%-1.9pp |
| Employer contribution / active EE | $237 | $3,440-93.1% | $2,505-90.5% | $3,722-93.6% |
| Participant deferral / active EE | $1,291 | $4,009-67.8% | $3,888-66.8% | $5,343-75.8% |
| Admin fee / account holder | $219 | $130+67.5% | $5,065-95.7% | $332-34.3% |