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) | $21,598 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,471 |
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 | $60,543 | $49,897+21.3% | $80,648-24.9% | $75,177-19.5% |
| Participation rate | 50.5% | 55.3%-4.8pp | 67.0%-16.5pp | 67.2%-16.7pp |
| Annual return | 22.72% | 34.68%-12.0pp | 937.21%-914.5pp | 160.75%-138.0pp |
| Employer contribution / active EE | $1,034 | $1,699-39.1% | $2,724-62.0% | $2,671-61.3% |
| Participant deferral / active EE | $9,869 | $2,992+229.8% | $4,443+122.1% | $4,126+139.2% |
| Admin fee / account holder | $432 | $3,579-87.9% | $5,382-92.0% | $5,651-92.4% |