Filed May 29, 2019 (most recent of 3 filings on file)
Total covered: 115 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL TOPCO LLC Service code 26 · EIN 82-1434504 | Advisory (Participants) | $50,000 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,194 |
BONADIO & CO., LLP7 years Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $19,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$173,703 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $80,311 | $122,128-34.2% | $147,080-45.4% | $199,960-59.8% |
| Participation rate | 73.9% | 78.2%-4.3pp | 82.2%-8.3pp | 72.0%+1.9pp |
| Annual return | 12.65% | 30.58%-17.9pp | 420.17%-407.5pp | 34.28%-21.6pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,933-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $6,625 | $8,484-21.9% | $8,066-17.9% | $5,087+30.2% |
| Admin fee / account holder | $32 | $180-82.4% | $12,989-99.8% | $269-88.3% |