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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE DIGITAL INVESTMENT ADVISOR Service code 27 · EIN 43-1451524 | Advisory (Plan) | $5,483 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 4333 EDGEWOOD RD NE · CEDAR RAPIDS, IA 52499 | Recordkeeping | $3,126 |
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 | $7,147 | $34,634-79.4% | $77,096-90.7% | $64,819-89.0% |
| Participation rate | 41.8% | 49.8%-8.0pp | 67.9%-26.1pp | 71.5%-29.7pp |
| Annual return | -11.30% | -5.31%-6.0pp | 42.35%-53.7pp | 32.84%-44.1pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $2,814-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $904 | $2,553-64.6% | $4,429-79.6% | $4,311-79.0% |
| Admin fee / account holder | $26 | $178-85.4% | $5,428-99.5% | $188-86.1% |