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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 | $46,688-41.6% | $189,758-85.6% | $69,733-60.9% |
| Participation rate | 43.9% | 61.7%-17.8pp | 79.8%-35.9pp | 62.5%-18.6pp |
| Annual return | 12.93% | 14.35%-1.4pp | 52.62%-39.7pp | 15.22%-2.3pp |
| Employer contribution / active EE | $876 | $1,695-48.3% | $4,767-81.6% | $2,250-61.1% |
| Participant deferral / active EE | $1,431 | $2,143-33.2% | $5,856-75.6% | $3,054-53.1% |
| Admin fee / account holder | $88 | $1,700-94.9% | $20,388-99.6% | $3,102-97.2% |