Filed May 29, 2019 (most recent of 3 filings on file)
Total covered: 115 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $102,029 |
Filed as: ONEDIGITAL TOPCO LLC Service code 26 · EIN 82-1434504 | Advisory (Participants) | $50,000 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,605 |
BONADIO & CO., LLP8 years Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $19,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,391 | $150,541-43.3% | $145,433-41.3% | $103,975-17.9% |
| Participation rate | 69.3% | 81.1%-11.8pp | 82.1%-12.8pp | 72.5%-3.2pp |
| Annual return | 15.14% | 20.73%-5.6pp | 66.58%-51.4pp | 19.41%-4.3pp |
| Employer contribution / active EE | $0 | $5,177-100.0% | $4,554-100.0% | $3,722-100.0% |
| Participant deferral / active EE | $5,055 | $9,456-46.5% | $7,897-36.0% | $5,343-5.4% |
| Admin fee / account holder | $31 | $165-81.1% | $13,129-99.8% | $332-90.6% |