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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,115 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $17,596 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,118 | $55,437+19.3% | $155,534-57.5% | $74,459-11.2% |
| Participation rate | 52.3% | 61.9%-9.6pp | 78.2%-25.9pp | 67.2%-14.9pp |
| Annual return | 15.34% | 269.58%-254.2pp | 64.92%-49.6pp | 1369.70%-1354.4pp |
| Employer contribution / active EE | $411 | $2,266-81.9% | $4,675-91.2% | $2,626-84.4% |
| Participant deferral / active EE | $3,205 | $2,837+12.9% | $5,630-43.1% | $4,350-26.3% |
| Admin fee / account holder | $235 | $1,742-86.5% | $15,900-98.5% | $1,945-87.9% |