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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 99 · EIN 43-1451524 | Other Fees | $32,616 |
Service code 49 PO BOX 54 · FRANKLIN SQ, NY 11010 | Other Services | $6,165 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,894 | $101,653-49.0% | $147,080-64.7% | $74,459-30.3% |
| Participation rate | 82.3% | 75.6%+6.8pp | 82.2%+0.1pp | 67.2%+15.1pp |
| Annual return | 12.45% | 8754.98%-8742.5pp | 420.17%-407.7pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $4,443 | $3,813+16.5% | $4,933-9.9% | $2,626+69.2% |
| Participant deferral / active EE | $4,420 | $7,304-39.5% | $8,066-45.2% | $4,350+1.6% |
| Admin fee / account holder | $259 | $1,752-85.2% | $12,989-98.0% | $1,945-86.7% |