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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,223 | $128,603+15.3% | $197,124-24.8% | $67,986+118.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 86.7%+13.3pp | 57.2%+42.8pp |
| Annual return | 16.45% | 23.77%-7.3pp | 44.34%-27.9pp | 31.67%-15.2pp |
| Employer contribution / active EE | $2,465 | $4,379-43.7% | $6,227-60.4% | $2,019+22.1% |
| Participant deferral / active EE | $7,052 | $6,840+3.1% | $9,135-22.8% | $3,358+110.0% |
| Admin fee / account holder | $405 | $3,035-86.6% | $16,298-97.5% | $3,203-87.3% |