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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $54,577 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $24,988 |
PBMARES, LLP3 years Service code 13 · EIN 54-0737372 | Contract Administrator | $5,594 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,985 | $84,499-68.1% | $125,391-78.5% | $66,949-59.7% |
| Participation rate | 93.7% | 76.4%+17.3pp | 82.4%+11.3pp | 69.8%+23.9pp |
| Annual return | -14.81% | -8.49%-6.3pp | 572.41%-587.2pp | 1.57%-16.4pp |
| Employer contribution / active EE | $2,483 | $3,554-30.1% | $4,816-48.4% | $2,545-2.4% |
| Participant deferral / active EE | $4,433 | $6,785-34.7% | $7,448-40.5% | $4,239+4.6% |
| Admin fee / account holder | $209 | $685-69.5% | $10,009-97.9% | $594-64.8% |