Filed December 7, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Participants) | $26,677 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,668 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,245 | $45,123+62.3% | $85,240-14.1% | $74,478-1.7% |
| Participation rate | 47.4% | 49.4%-2.0pp | 67.5%-20.2pp | 67.2%-19.9pp |
| Annual return | 15.18% | 26.32%-11.1pp | 66.75%-51.6pp | 1370.56%-1355.4pp |
| Employer contribution / active EE | $842 | $1,459-42.2% | $2,735-69.2% | $2,626-67.9% |
| Participant deferral / active EE | $7,040 | $2,736+157.3% | $4,527+55.5% | $4,350+61.8% |
| Admin fee / account holder | $539 | $2,215-75.7% | $6,165-91.3% | $1,946-72.3% |