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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT Service code 27 P 0 BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $1,222 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $125 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,057 | $78,562-79.6% | $105,608-84.8% | $74,429-78.4% |
| Participation rate | 87.6% | 72.8%+14.8pp | 75.3%+12.3pp | 67.2%+20.4pp |
| Annual return | 13.10% | 15.94%-2.8pp | 116.50%-103.4pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $1,238 | $2,521-50.9% | $3,167-60.9% | $2,625-52.8% |
| Participant deferral / active EE | $1,989 | $4,321-54.0% | $5,010-60.3% | $4,348-54.3% |
| Admin fee / account holder | $106 | $2,217-95.2% | $11,028-99.0% | $1,944-94.6% |