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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $13,121 |
HUNTINGTON NATIONAL BANK4 years Service code 26 · EIN 31-0966785 | Advisory (Participants) | $4,914 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,862 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,763 | $56,638-65.1% | $169,390-88.3% | $74,460-73.5% |
| Participation rate | 40.7% | 67.5%-26.8pp | 77.2%-36.4pp | 70.7%-30.0pp |
| Annual return | 28.68% | 24.75%+3.9pp | 406.07%-377.4pp | 34.38%-5.7pp |
| Employer contribution / active EE | $1,256 | $2,027-38.0% | $4,013-68.7% | $2,638-52.4% |
| Participant deferral / active EE | $2,204 | $4,223-47.8% | $6,222-64.6% | $4,530-51.3% |
| Admin fee / account holder | $138 | $307-55.1% | $9,015-98.5% | $348-60.4% |