Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,629 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $32,862 |
ORENDA RETIREMENT, LLC5 years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $24,622 |
Filed as: ONE DIGITAL INVESTMENT ADVISORY Service code 27 | Advisory (Plan) | $1 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,129 | $122,239-29.5% | $184,200-53.2% | $74,546+15.5% |
| Participation rate | 95.6% | 85.5%+10.1pp | 86.8%+8.8pp | 67.2%+28.4pp |
| Annual return | 13.09% | 19.95%-6.9pp | 28.80%-15.7pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $5,351 | $4,537+17.9% | $6,424-16.7% | $2,624+103.9% |
| Participant deferral / active EE | $9,395 | $7,139+31.6% | $9,132+2.9% | $4,347+116.1% |
| Admin fee / account holder | $432 | $1,260-65.7% | $13,907-96.9% | $1,944-77.8% |