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 | $26,861 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $19,207 |
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 | $126,650 | $122,051+3.8% | $184,185-31.2% | $74,400+70.2% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 23.55% | 19.91%+3.6pp | 28.81%-5.3pp | 1367.51%-1344.0pp |
| Employer contribution / active EE | $2,435 | $4,539-46.3% | $6,426-62.1% | $2,624-7.2% |
| Participant deferral / active EE | $6,464 | $7,146-9.5% | $9,132-29.2% | $4,348+48.7% |
| Admin fee / account holder | $352 | $1,258-72.0% | $13,909-97.5% | $1,944-81.9% |