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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $18,444 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $13,292 |
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 | $33,370 | $65,453-49.0% | $86,698-61.5% | $66,938-50.1% |
| Participation rate | 71.4% | 75.5%-4.0pp | 76.6%-5.2pp | 69.8%+1.6pp |
| Annual return | -5.05% | -10.89%+5.8pp | 35.95%-41.0pp | 1.58%-6.6pp |
| Employer contribution / active EE | $2,351 | $2,154+9.2% | $2,837-17.1% | $2,545-7.6% |
| Participant deferral / active EE | $7,732 | $4,102+88.5% | $4,656+66.1% | $4,238+82.4% |
| Admin fee / account holder | $177 | $642-72.5% | $7,493-97.6% | $594-70.3% |