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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 | $54,193-49.2% | $93,669-70.6% | $77,714-64.6% |
| Participation rate | 87.7% | 63.9%+23.8pp | 68.7%+19.0pp | 70.6%+17.1pp |
| Annual return | 14.28% | 30.54%-16.3pp | 133.59%-119.3pp | 31.26%-17.0pp |
| Employer contribution / active EE | $584 | $1,168-50.0% | $2,424-75.9% | $2,727-78.6% |
| Participant deferral / active EE | $2,476 | $3,144-21.2% | $4,416-43.9% | $4,649-46.7% |
| Admin fee / account holder | $9 | $576-98.4% | $8,291-99.9% | $433-97.8% |