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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE DIGITAL INVESTMENT ADVISOR Service code 27 · EIN 43-1451524 | Advisory (Plan) | $8,479 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 4333 EDGEWOOD RD NE · CEDAR RAPIDS, IA 52499 | Recordkeeping | $4,830 |
Filed as: ECONOMIC GROUP PENSION SERVICES,INC Service code 15 · EIN 13-3180178 23332 MILL CREEK DRIVE SUITE 205 · LAGUNA HILLS, CA 92653 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,074 | $45,109-75.5% | $85,240-87.0% | $77,762-85.8% |
| Participation rate | 36.6% | 48.7%-12.1pp | 67.5%-31.0pp | 70.6%-34.0pp |
| Annual return | 12.20% | 79.55%-67.3pp | 66.75%-54.5pp | 31.27%-19.1pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,735-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $975 | $2,814-65.3% | $4,527-78.5% | $4,651-79.0% |
| Admin fee / account holder | $50 | $915-94.5% | $6,165-99.2% | $433-88.5% |