Filed August 9, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $709,186 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 16 · EIN 43-1451524 | Consulting | $117,848 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,144 | $96,807-81.3% | $165,100-89.0% | $106,553-83.0% |
| Participation rate | 96.5% | 79.1%+17.4pp | 78.6%+17.9pp | 69.8%+26.7pp |
| Annual return | 58.22% | 17.39%+40.8pp | 70.21%-12.0pp | 17.37%+40.9pp |
| Employer contribution / active EE | $1,769 | $2,888-38.8% | $4,348-59.3% | $3,359-47.3% |
| Participant deferral / active EE | $2,412 | $5,055-52.3% | $6,035-60.0% | $5,562-56.6% |
| Admin fee / account holder | $54 | $66-18.1% | $12,696-99.6% | $80-32.4% |