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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 26 · EIN 82-1434504 300 GALLERIA PARKWAY · ATLANTA, GA 30339 | Advisory (Participants) | $32,500 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $13,814 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $66,171 | $61,058+8.4% | $71,209-7.1% | $85,563-22.7% |
| Participation rate | 96.0% | 58.6%+37.4pp | 73.8%+22.2pp | 66.0%+30.0pp |
| Annual return | 17.67% | 100.41%-82.7pp | 282.51%-264.8pp | 31.51%-13.8pp |
| Employer contribution / active EE | $246 | $2,199-88.8% | $2,721-90.9% | $2,654-90.7% |
| Participant deferral / active EE | $5,008 | $3,173+57.8% | $4,175+19.9% | $4,375+14.5% |
| Admin fee / account holder | $244 | $855-71.5% | $5,349-95.4% | $834-70.8% |