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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $112,262 |
Filed as: ONEDIGITAL INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $24,003 |
Filed as: ALERA GROUP INC Service code 16 · EIN 81-4473358 | Consulting | $18,960 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,532 | $54,245-49.2% | $93,727-70.6% | $77,762-64.6% |
| Participation rate | 87.7% | 63.9%+23.8pp | 68.7%+19.0pp | 70.6%+17.1pp |
| Annual return | 14.28% | 30.58%-16.3pp | 133.83%-119.6pp | 31.27%-17.0pp |
| Employer contribution / active EE | $584 | $1,168-50.0% | $2,421-75.9% | $2,728-78.6% |
| Participant deferral / active EE | $2,476 | $3,144-21.2% | $4,417-43.9% | $4,651-46.8% |
| Admin fee / account holder | $9 | $575-98.4% | $8,292-99.9% | $433-97.8% |