Filed May 10, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 13 · EIN 82-1434504 | Contract Administrator | $6,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,292 | $48,230+76.8% | $67,502+26.4% | $80,856+5.5% |
| Participation rate | 97.0% | 66.4%+30.6pp | 72.9%+24.1pp | 67.6%+29.3pp |
| Annual return | 13.65% | 18.28%-4.6pp | 3512.12%-3498.5pp | 35.59%-21.9pp |
| Employer contribution / active EE | $6,068 | $2,020+200.5% | $2,731+122.2% | $2,755+120.3% |
| Participant deferral / active EE | $7,879 | $2,924+169.5% | $4,000+97.0% | $4,296+83.4% |
| Admin fee / account holder | $49 | $3,681-98.7% | $3,998-98.8% | $6,918-99.3% |