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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $72,727 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $41,527 |
Filed as: ONEDIGITAL TOPCO LLC Service code 99 · EIN 82-1434504 | Other Fees | $25,151 |
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 | $178,180 | $95,417+86.7% | $135,974+31.0% | $74,460+139.3% |
| Participation rate | 93.4% | 78.2%+15.1pp | 81.9%+11.4pp | 70.7%+22.6pp |
| Annual return | 19.55% | 32.76%-13.2pp | 68.30%-48.8pp | 34.38%-14.8pp |
| Employer contribution / active EE | $21,029 | $3,878+442.3% | $4,859+332.8% | $2,638+697.1% |
| Participant deferral / active EE | $15,690 | $7,789+101.4% | $7,760+102.2% | $4,530+246.4% |
| Admin fee / account holder | $220 | $266-17.2% | $10,767-98.0% | $348-36.7% |