Filed November 25, 2014
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $97,617 |
Filed as: ONEDIGITAL INVESTMENT ADVSRS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $60,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,987 | $100,272-46.2% | $170,057-68.3% | $74,473-27.5% |
| Participation rate | 96.0% | 87.4%+8.6pp | 87.0%+9.0pp | 70.7%+25.2pp |
| Annual return | 16.49% | 66.12%-49.6pp | 53.42%-36.9pp | 34.36%-17.9pp |
| Employer contribution / active EE | $870 | $4,266-79.6% | $6,790-87.2% | $2,638-67.0% |
| Participant deferral / active EE | $6,839 | $7,147-4.3% | $10,411-34.3% | $4,530+51.0% |
| Admin fee / account holder | $114 | $235-51.6% | $12,826-99.1% | $347-67.3% |