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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE DIGITAL INVESTMENTS ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $37,823 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $20,164 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,496 | $91,439-14.2% | $135,974-42.3% | $71,511+9.8% |
| Participation rate | 92.8% | 75.7%+17.1pp | 81.9%+10.9pp | 67.9%+24.8pp |
| Annual return | 40.57% | 29.90%+10.7pp | 68.30%-27.7pp | 28.86%+11.7pp |
| Employer contribution / active EE | $9,239 | $3,705+149.4% | $4,859+90.1% | $2,589+256.8% |
| Participant deferral / active EE | $18,637 | $7,093+162.8% | $7,760+140.2% | $4,291+334.4% |
| Admin fee / account holder | $262 | $1,267-79.3% | $10,767-97.6% | $1,588-83.5% |