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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 | $41,016-33.6% | $152,093-82.1% | $64,097-57.5% |
| Participation rate | 43.9% | 51.3%-7.5pp | 77.8%-33.9pp | 55.2%-11.3pp |
| Annual return | 12.93% | 39.60%-26.7pp | 66.36%-53.4pp | 34.64%-21.7pp |
| Employer contribution / active EE | $876 | $1,342-34.7% | $4,175-79.0% | $1,891-53.7% |
| Participant deferral / active EE | $1,431 | $1,927-25.8% | $5,451-73.7% | $3,080-53.5% |
| Admin fee / account holder | $88 | $2,305-96.2% | $14,497-99.4% | $3,454-97.5% |