Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $78,636-79.6% | $105,607-84.8% | $74,459-78.4% |
| Participation rate | 87.6% | 72.8%+14.9pp | 75.3%+12.3pp | 67.2%+20.4pp |
| Annual return | 13.10% | 15.96%-2.9pp | 116.11%-103.0pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $1,238 | $2,523-50.9% | $3,167-60.9% | $2,626-52.8% |
| Participant deferral / active EE | $1,989 | $4,322-54.0% | $5,011-60.3% | $4,350-54.3% |
| Admin fee / account holder | $106 | $2,220-95.2% | $10,958-99.0% | $1,945-94.6% |