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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $22,140 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $10,150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,485 | $80,705-46.1% | $115,768-62.4% | $67,986-36.0% |
| Participation rate | 92.2% | 63.0%+29.2pp | 74.4%+17.8pp | 57.2%+35.0pp |
| Annual return | 15.17% | 18.49%-3.3pp | 100.46%-85.3pp | 31.67%-16.5pp |
| Employer contribution / active EE | $2,437 | $2,046+19.1% | $2,940-17.1% | $2,019+20.7% |
| Participant deferral / active EE | $5,994 | $3,559+68.4% | $4,917+21.9% | $3,358+78.5% |
| Admin fee / account holder | $20,570 | $4,135+397.4% | $12,439+65.4% | $3,203+542.2% |