Filed December 7, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 26 · EIN 82-1434504 300 GALLERIA PKWY STE 1950 · ATLANTA, GA 30339 | Advisory (Participants) | $28,170 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,998 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $86,941 | $45,312+91.9% | $86,233+0.8% | $67,986+27.9% |
| Participation rate | 41.7% | 42.4%-0.7pp | 69.0%-27.3pp | 57.2%-15.5pp |
| Annual return | 18.53% | 24.79%-6.3pp | 61.39%-42.9pp | 31.67%-13.1pp |
| Employer contribution / active EE | $911 | $1,160-21.4% | $2,504-63.6% | $2,019-54.9% |
| Participant deferral / active EE | $7,331 | $2,185+235.6% | $4,559+60.8% | $3,358+118.3% |
| Admin fee / account holder | $626 | $3,295-81.0% | $8,342-92.5% | $3,203-80.4% |