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 | $122,258+21.2% | $199,883-25.8% | $64,097+131.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 86.8%+13.2pp | 55.2%+44.8pp |
| Annual return | 16.45% | 24.91%-8.5pp | 43.81%-27.4pp | 34.64%-18.2pp |
| Employer contribution / active EE | $2,465 | $4,242-41.9% | $6,261-60.6% | $1,891+30.3% |
| Participant deferral / active EE | $7,052 | $6,258+12.7% | $9,138-22.8% | $3,080+129.0% |
| Admin fee / account holder | $405 | $3,882-89.6% | $17,268-97.7% | $3,454-88.3% |