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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 | Advisory (Plan) | $35,529 |
Service code 13 | Contract Administrator | $14,100 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 | Investment Management | $12,712 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $97,163 | $78,483+23.8% | $106,201-8.5% | $74,546+30.3% |
| Participation rate | 47.7% | 72.8%-25.1pp | 75.3%-27.6pp | 67.2%-19.5pp |
| Annual return | 9.55% | 15.94%-6.4pp | 116.26%-106.7pp | 1366.03%-1356.5pp |
| Employer contribution / active EE | $0 | $2,522-100.0% | $3,170-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $5,445 | $4,320+26.0% | $5,012+8.6% | $4,347+25.3% |
| Admin fee / account holder | $372 | $2,236-83.4% | $11,039-96.6% | $1,944-80.9% |