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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $107,748 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $29,971 |
TANNER LLC1 year Service code 10 · EIN 20-2253063 | Accounting | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,493 | $49,468-42.4% | $150,298-81.0% | $103,975-72.6% |
| Participation rate | 25.8% | 58.1%-32.4pp | 77.8%-52.0pp | 72.5%-46.8pp |
| Annual return | 22.68% | 38.98%-16.3pp | 62.79%-40.1pp | 19.41%+3.3pp |
| Employer contribution / active EE | $603 | $1,670-63.9% | $4,154-85.5% | $3,722-83.8% |
| Participant deferral / active EE | $1,145 | $2,650-56.8% | $5,453-79.0% | $5,343-78.6% |
| Admin fee / account holder | $138 | $385-64.1% | $14,116-99.0% | $332-58.4% |