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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 | $77,569-43.9% | $115,599-62.4% | $64,097-32.2% |
| Participation rate | 92.2% | 60.7%+31.5pp | 74.3%+17.9pp | 55.2%+37.0pp |
| Annual return | 15.17% | 18.52%-3.3pp | 111.10%-95.9pp | 34.64%-19.5pp |
| Employer contribution / active EE | $2,437 | $1,915+27.3% | $2,955-17.6% | $1,891+28.8% |
| Participant deferral / active EE | $5,994 | $3,327+80.2% | $4,889+22.6% | $3,080+94.6% |
| Admin fee / account holder | $20,570 | $4,470+360.2% | $12,841+60.2% | $3,454+495.5% |