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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $28,287 |
Filed as: ONEDIGITAL INVESTMENT ADVSRS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $18,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,123 | $102,422+22.2% | $147,117-14.9% | $80,959+54.6% |
| Participation rate | 98.9% | 75.9%+23.0pp | 82.2%+16.7pp | 67.7%+31.2pp |
| Annual return | 13.34% | 135.16%-121.8pp | 420.54%-407.2pp | 35.67%-22.3pp |
| Employer contribution / active EE | $8,978 | $3,717+141.5% | $4,932+82.0% | $2,757+225.6% |
| Participant deferral / active EE | $10,727 | $6,652+61.3% | $8,065+33.0% | $4,300+149.4% |
| Admin fee / account holder | $149 | $7,953-98.1% | $12,993-98.9% | $6,925-97.8% |