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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $30,083 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 99 · EIN 43-1451524 | Other Fees | $15,993 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,682 | $89,465-63.5% | $165,100-80.2% | $77,762-58.0% |
| Participation rate | 39.0% | 78.6%-39.7pp | 78.6%-39.6pp | 70.6%-31.6pp |
| Annual return | 18.16% | 28.86%-10.7pp | 70.21%-52.1pp | 31.27%-13.1pp |
| Employer contribution / active EE | $1,358 | $2,565-47.0% | $4,348-68.8% | $2,728-50.2% |
| Participant deferral / active EE | $2,258 | $4,904-54.0% | $6,035-62.6% | $4,651-51.5% |
| Admin fee / account holder | $189 | $340-44.3% | $12,696-98.5% | $433-56.3% |