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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,932 | $45,022-82.4% | $85,240-90.7% | $200,096-96.0% |
| Participation rate | 81.2% | 45.8%+35.4pp | 67.5%+13.7pp | 72.0%+9.2pp |
| Annual return | 12.54% | 21.00%-8.5pp | 66.75%-54.2pp | 34.26%-21.7pp |
| Employer contribution / active EE | $0 | $1,374-100.0% | $2,735-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $1,507 | $2,682-43.8% | $4,527-66.7% | $5,090-70.4% |
| Admin fee / account holder | $33 | $585-94.3% | $6,165-99.5% | $269-87.7% |