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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,435 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $24,994 |
PBMARES, LLP5 years Service code 49 · EIN 54-0737372 | Other Services | $5,972 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,337 | $101,591-63.2% | $147,096-74.6% | $74,429-49.8% |
| Participation rate | 96.9% | 75.5%+21.4pp | 82.2%+14.7pp | 67.2%+29.7pp |
| Annual return | 12.44% | 8746.45%-8734.0pp | 419.75%-407.3pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $2,577 | $3,813-32.4% | $4,936-47.8% | $2,625-1.8% |
| Participant deferral / active EE | $4,295 | $7,302-41.2% | $8,071-46.8% | $4,348-1.2% |
| Admin fee / account holder | $217 | $1,750-87.6% | $13,005-98.3% | $1,944-88.8% |