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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,559 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $10,840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,346 | $45,022+27.4% | $85,126-32.6% | $77,714-26.2% |
| Participation rate | 40.7% | 48.7%-8.0pp | 67.5%-26.8pp | 70.6%-29.9pp |
| Annual return | 12.78% | 79.38%-66.6pp | 66.63%-53.9pp | 31.26%-18.5pp |
| Employer contribution / active EE | $844 | $1,610-47.6% | $2,731-69.1% | $2,727-69.1% |
| Participant deferral / active EE | $1,576 | $2,811-43.9% | $4,523-65.2% | $4,649-66.1% |
| Admin fee / account holder | $254 | $913-72.1% | $6,160-95.9% | $433-41.3% |