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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $155,159 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $69,359 |
Filed as: ONEDIGITAL TOPCO LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $25,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,582 | $122,259+12.5% | $147,041-6.4% | $199,874-31.2% |
| Participation rate | 94.8% | 78.3%+16.5pp | 82.2%+12.6pp | 72.0%+22.8pp |
| Annual return | 0.00% | 30.58%-30.6pp | 419.21%-419.2pp | 34.28%-34.3pp |
| Employer contribution / active EE | $4,282 | $4,097+4.5% | $4,935-13.2% | $3,036+41.0% |
| Participant deferral / active EE | $9,580 | $8,504+12.6% | $8,071+18.7% | $5,090+88.2% |
| Admin fee / account holder | $82 | $179-54.2% | $13,006-99.4% | $269-69.5% |