Filed September 18, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $138,137 |
Filed as: ONEDIGITAL INVESTMENT ADVSRS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $42,882 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 16 · EIN 04-3046611 | Consulting | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,932 | $44,897-82.3% | $84,966-90.7% | $199,593-96.0% |
| Participation rate | 81.2% | 45.7%+35.5pp | 67.5%+13.7pp | 72.0%+9.3pp |
| Annual return | 12.54% | 20.96%-8.4pp | 66.38%-53.8pp | 34.25%-21.7pp |
| Employer contribution / active EE | $0 | $1,365-100.0% | $2,727-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $1,507 | $2,668-43.5% | $4,519-66.6% | $5,087-70.4% |
| Admin fee / account holder | $33 | $584-94.3% | $6,149-99.5% | $269-87.7% |