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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $69,849 |
Filed as: ONEDIGITAL TOPCO LLC Service code 99 · EIN 82-1434504 | Other Fees | $25,000 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $2,730 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,506 | $89,067-4.0% | $102,423-16.5% | $77,714+10.0% |
| Participation rate | 88.6% | 80.9%+7.7pp | 76.5%+12.1pp | 70.6%+18.1pp |
| Annual return | 16.04% | 25.01%-9.0pp | 29.42%-13.4pp | 31.26%-15.2pp |
| Employer contribution / active EE | $3,864 | $2,699+43.2% | $3,023+27.8% | $2,727+41.7% |
| Participant deferral / active EE | $10,432 | $5,147+102.7% | $5,054+106.4% | $4,649+124.4% |
| Admin fee / account holder | $139 | $236-41.3% | $9,455-98.5% | $433-68.0% |