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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE DIGITAL INVESTMENTS ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $63,490 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $34,306 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,896 | $101,672-7.6% | $147,117-36.2% | $74,478+26.1% |
| Participation rate | 92.7% | 75.5%+17.1pp | 82.2%+10.5pp | 67.2%+25.5pp |
| Annual return | 21.57% | 8757.83%-8736.3pp | 420.54%-399.0pp | 1370.56%-1349.0pp |
| Employer contribution / active EE | $10,289 | $3,813+169.8% | $4,932+108.6% | $2,626+291.8% |
| Participant deferral / active EE | $19,916 | $7,305+172.6% | $8,065+147.0% | $4,350+357.8% |
| Admin fee / account holder | $413 | $1,753-76.5% | $12,993-96.8% | $1,946-78.8% |