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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL LLC Service code 27 · EIN 85-3439612 | Advisory (Plan) | $53,548 |
Service code 49 · EIN 71-0294708 PO BOX 54 · FRANKLIN SQ, NY 11010 | Other Services | $8,928 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $421 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
WILLIAM BLAIR5 years Filed as: WILLIAM E HAMM AND ASSOCIATES, INC Service code 99 · EIN 59-3331424 | Other Fees | $0 |
WILLIAM BLAIR5 years Filed as: WILLIAM E HAMM AND ASSOCIATES, INC. Service code 99 | Other Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,688 | $55,402-8.5% | $76,089-33.4% | $77,714-34.8% |
| Participation rate | 81.7% | 63.6%+18.2pp | 69.1%+12.6pp | 70.6%+11.1pp |
| Annual return | 16.00% | 17.09%-1.1pp | 360.94%-344.9pp | 31.26%-15.3pp |
| Employer contribution / active EE | $1,748 | $1,789-2.3% | $2,690-35.0% | $2,727-35.9% |
| Participant deferral / active EE | $4,236 | $3,450+22.8% | $4,259-0.5% | $4,649-8.9% |
| Admin fee / account holder | $106 | $410-74.1% | $6,418-98.3% | $433-75.4% |