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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 99 · EIN 43-1451524 | Other Fees | $17,396 |
ASCENSUS LLC3 years Filed as: DWC, ERISA CONSULTANTS LLC Service code 49 · EIN 71-0294708 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,860 | $95,438-81.3% | $135,982-86.9% | $74,473-76.0% |
| Participation rate | 75.2% | 78.2%-3.0pp | 81.9%-6.7pp | 70.7%+4.4pp |
| Annual return | 18.64% | 32.61%-14.0pp | 68.32%-49.7pp | 34.36%-15.7pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $2,172 | $7,790-72.1% | $7,760-72.0% | $4,530-52.0% |
| Admin fee / account holder | $134 | $259-48.2% | $10,767-98.8% | $347-61.3% |