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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 | $122,128+12.7% | $147,117-6.5% | $200,096-31.2% |
| Participation rate | 94.8% | 78.2%+16.6pp | 82.2%+12.6pp | 72.0%+22.8pp |
| Annual return | 0.00% | 30.58%-30.6pp | 420.54%-420.5pp | 34.26%-34.3pp |
| Employer contribution / active EE | $4,282 | $4,093+4.6% | $4,932-13.2% | $3,038+41.0% |
| Participant deferral / active EE | $9,580 | $8,484+12.9% | $8,065+18.8% | $5,090+88.2% |
| Admin fee / account holder | $82 | $180-54.3% | $12,993-99.4% | $269-69.6% |