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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $4,437 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY F Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,551 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,228 | $50,812-62.2% | $155,602-87.6% | $77,692-75.3% |
| Participation rate | 70.8% | 63.1%+7.7pp | 78.2%-7.4pp | 70.6%+0.2pp |
| Annual return | 6.92% | 34.85%-27.9pp | 64.81%-57.9pp | 31.25%-24.3pp |
| Employer contribution / active EE | $0 | $1,989-100.0% | $4,675-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $363 | $2,822-87.1% | $5,629-93.6% | $4,648-92.2% |
| Admin fee / account holder | $106 | $436-75.7% | $15,923-99.3% | $431-75.4% |