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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE DIGITAL INVESTMENT ADVISORS. Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $11,164 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $916 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,245 | $43,496-37.4% | $161,489-83.1% | $64,340-57.7% |
| Participation rate | 43.9% | 53.5%-9.6pp | 78.7%-34.8pp | 55.2%-11.4pp |
| Annual return | 12.93% | 20.76%-7.8pp | 89.72%-76.8pp | 24.14%-11.2pp |
| Employer contribution / active EE | $876 | $1,431-38.7% | $4,268-79.5% | $1,862-52.9% |
| Participant deferral / active EE | $1,431 | $1,996-28.3% | $5,630-74.6% | $2,980-52.0% |
| Admin fee / account holder | $88 | $2,330-96.2% | $16,006-99.5% | $3,703-97.6% |