Filed July 19, 2024 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,657 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $10,301 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,660 | $130,294-21.2% | $170,043-39.6% | $71,511+43.6% |
| Participation rate | 100.0% | 86.2%+13.8pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 29.80% | 20.36%+9.4pp | 53.40%-23.6pp | 28.86%+0.9pp |
| Employer contribution / active EE | $1,520 | $4,385-65.3% | $6,790-77.6% | $2,589-41.3% |
| Participant deferral / active EE | $4,276 | $6,928-38.3% | $10,410-58.9% | $4,291-0.3% |
| Admin fee / account holder | $245 | $966-74.6% | $12,824-98.1% | $1,588-84.5% |