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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE DIGITAL INVESTMENT ADVISOR Service code 27 · EIN 43-1451524 | Advisory (Plan) | $8,912 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 4333 EDGEWOOD RD NE · CEDAR RAPIDS, IA 52499 | Recordkeeping | $5,501 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,678 | $38,967-67.5% | $86,233-85.3% | $79,634-84.1% |
| Participation rate | 32.1% | 34.1%-2.0pp | 69.0%-36.9pp | 62.5%-30.4pp |
| Annual return | 14.29% | 49.90%-35.6pp | 61.39%-47.1pp | 36.46%-22.2pp |
| Employer contribution / active EE | $0 | $868-100.0% | $2,504-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $873 | $1,663-47.5% | $4,559-80.9% | $3,835-77.2% |
| Admin fee / account holder | $65 | $2,660-97.6% | $8,342-99.2% | $1,002-93.5% |