Filed July 19, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,754 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $22,568 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,223 | $132,049+12.2% | $200,582-26.1% | $74,304+99.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 16.45% | 22.22%-5.8pp | 42.33%-25.9pp | 29.43%-13.0pp |
| Employer contribution / active EE | $2,465 | $4,558-45.9% | $6,419-61.6% | $2,241+10.0% |
| Participant deferral / active EE | $7,052 | $7,213-2.2% | $9,331-24.4% | $3,767+87.2% |
| Admin fee / account holder | $405 | $2,405-83.1% | $16,305-97.5% | $2,969-86.3% |