Filed November 26, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 662103666 | Advisory (Participants) | $28,718 |
PREMIER PLAN CONSULTANTS1 year Service code 26 · EIN 82-0986372 6215 FERRIS SQ STE 125 · SAN DIEGO, CA 921213279 | Advisory (Participants) | $8,322 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,371 | $48,698-54.1% | $93,606-76.1% | $199,593-88.8% |
| Participation rate | 23.8% | 63.5%-39.8pp | 68.7%-45.0pp | 72.0%-48.2pp |
| Annual return | 44.25% | 15.34%+28.9pp | 133.20%-88.9pp | 34.25%+10.0pp |
| Employer contribution / active EE | $487 | $1,135-57.1% | $2,420-79.9% | $3,034-83.9% |
| Participant deferral / active EE | $1,715 | $2,817-39.1% | $4,411-61.1% | $5,087-66.3% |
| Admin fee / account holder | $83 | $195-57.4% | $8,285-99.0% | $269-69.1% |