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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $65,145 |
Filed as: ONEDIGITAL INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $25,685 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $91,625 | $71,534+28.1% | $98,462-6.9% | $71,529+28.1% |
| Participation rate | 86.4% | 72.7%+13.7pp | 75.2%+11.2pp | 67.9%+18.4pp |
| Annual return | 12.23% | 32.44%-20.2pp | 21.17%-8.9pp | 28.97%-16.7pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,049-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,090 | $4,109-49.1% | $4,738-55.9% | $4,291-51.3% |
| Admin fee / account holder | $11 | $1,677-99.3% | $8,875-99.9% | $1,588-99.3% |