Filed December 31, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $159,948 |
Filed as: ONEDIGITAL INVESTMENT Service code 27 · EIN 82-1434504 | Advisory (Plan) | $62,500 |
Filed as: ONEDIGITAL Service code 28 200 GALLERIA PKWY SE, SUITE 1950 · ATLANTA, GA 30339 | Investment Management | $50,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 26 · EIN 43-1451524 | Advisory (Participants) | $0 |
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 | $85,692 | $2,703,213-96.8% | $165,100-48.1% | $200,096-57.2% |
| Participation rate | 40.6% | 78.4%-37.9pp | 78.6%-38.0pp | 72.0%-31.4pp |
| Annual return | 13.99% | 17.97%-4.0pp | 70.21%-56.2pp | 34.26%-20.3pp |
| Employer contribution / active EE | $1,043 | $2,973-64.9% | $4,348-76.0% | $3,038-65.7% |
| Participant deferral / active EE | $3,228 | $5,021-35.7% | $6,035-46.5% | $5,090-36.6% |
| Admin fee / account holder | $158 | $1,999-92.1% | $12,696-98.8% | $269-41.3% |