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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $28,003 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $26,174 |
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 | $45,138 | $76,107-40.7% | $96,576-53.3% | $71,495-36.9% |
| Participation rate | 74.9% | 74.4%+0.5pp | 76.0%-1.1pp | 67.9%+7.0pp |
| Annual return | 28.83% | 22.81%+6.0pp | 25.87%+3.0pp | 28.85%0pp |
| Employer contribution / active EE | $2,414 | $2,247+7.4% | $2,965-18.6% | $2,589-6.8% |
| Participant deferral / active EE | $9,103 | $4,218+115.8% | $4,851+87.7% | $4,291+112.2% |
| Admin fee / account holder | $234 | $2,708-91.4% | $8,253-97.2% | $1,588-85.3% |