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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVSRS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $25,000 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $13,408 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,387 | $106,749+49.3% | $145,433+9.6% | $82,448+93.3% |
| Participation rate | 95.8% | 75.6%+20.1pp | 82.1%+13.7pp | 68.1%+27.7pp |
| Annual return | 16.92% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $8,057 | $3,444+133.9% | $4,554+76.9% | $2,551+215.9% |
| Participant deferral / active EE | $12,579 | $6,519+93.0% | $7,897+59.3% | $4,139+203.9% |
| Admin fee / account holder | $223 | $8,390-97.3% | $13,129-98.3% | $7,234-96.9% |