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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 | $78,636+23.6% | $105,607-8.0% | $74,459+30.5% |
| Participation rate | 47.7% | 72.8%-25.0pp | 75.3%-27.5pp | 67.2%-19.5pp |
| Annual return | 9.55% | 15.96%-6.4pp | 116.11%-106.6pp | 1369.70%-1360.2pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,167-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,445 | $4,322+26.0% | $5,011+8.7% | $4,350+25.2% |
| Admin fee / account holder | $372 | $2,220-83.2% | $10,958-96.6% | $1,945-80.9% |