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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $26,487 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 33 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Recordkee... | $24,265 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $21,722 |
REHMANN ROBSON1 year Filed as: REHMANN FINANICAL GROUP Service code 13 4086 LEGACY PKWY · LANSING, MI 48911 | Contract Administrator | $5,071 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,939 | $91,439-24.6% | $135,974-49.3% | $71,511-3.6% |
| Participation rate | 89.9% | 75.7%+14.3pp | 81.9%+8.0pp | 67.9%+22.0pp |
| Annual return | 15.23% | 29.90%-14.7pp | 68.30%-53.1pp | 28.86%-13.6pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $7,670 | $7,093+8.1% | $7,760-1.2% | $4,291+78.8% |
| Admin fee / account holder | $433 | $1,267-65.8% | $10,767-96.0% | $1,588-72.7% |