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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL LLC Service code 27 · EIN 85-3439612 | Advisory (Plan) | $43,191 |
Service code 49 · EIN 71-0294708 PO BOX 54 · FRANKLIN SQ, NY 11010 | Other Services | $18,101 |
WILLIAM BLAIR4 years Filed as: WILLIAM E HAMM AND ASSOCIATES, INC. Service code 99 | Other Fees | $6,824 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,265 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
WILLIAM BLAIR4 years Filed as: WILLIAM E HAMM AND ASSOCIATES, INC Service code 99 · EIN 59-3331424 | Other Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,934 | $49,763-19.8% | $70,565-43.4% | $74,473-46.4% |
| Participation rate | 73.3% | 64.6%+8.7pp | 68.4%+5.0pp | 70.7%+2.6pp |
| Annual return | 41.73% | 21.21%+20.5pp | 32.79%+8.9pp | 34.36%+7.4pp |
| Employer contribution / active EE | $1,636 | $1,776-7.8% | $2,976-45.0% | $2,638-38.0% |
| Participant deferral / active EE | $4,045 | $3,379+19.7% | $4,568-11.5% | $4,530-10.7% |
| Admin fee / account holder | $44 | $316-86.1% | $6,430-99.3% | $347-87.3% |