Filed January 6, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,379 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS, LLC Service code 27 · EIN 43-1451524 11101 SWITZER ROAD, SUITE 200 · OVERLANDPARK, KS 66210 | Advisory (Plan) | $15,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,195 | $28,956-47.5% | $71,735-78.8% | $64,808-76.6% |
| Participation rate | 90.9% | 65.2%+25.8pp | 62.3%+28.6pp | 71.5%+19.5pp |
| Annual return | -12.80% | -7.39%-5.4pp | 9.14%-21.9pp | 32.82%-45.6pp |
| Employer contribution / active EE | $701 | $1,159-39.5% | $1,704-58.8% | $2,506-72.0% |
| Participant deferral / active EE | $2,326 | $2,686-13.4% | $2,658-12.5% | $4,310-46.0% |
| Admin fee / account holder | $137 | $124+10.4% | $3,974-96.5% | $188-26.9% |