Filed August 8, 2024 (most recent of 2 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $104,709 |
Filed as: ONE DIGITAL Service code 27 · EIN 41-1451524 | Advisory (Plan) | $22,538 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,193 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $7,383 |
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 | $51,077 | $98,727-48.3% | $113,168-54.9% | $85,563-40.3% |
| Participation rate | 94.6% | 80.8%+13.8pp | 76.6%+18.0pp | 66.0%+28.6pp |
| Annual return | 16.05% | 17.43%-1.4pp | 24.27%-8.2pp | 31.51%-15.5pp |
| Employer contribution / active EE | $1,973 | $2,907-32.1% | $2,975-33.7% | $2,654-25.7% |
| Participant deferral / active EE | $5,603 | $5,424+3.3% | $5,107+9.7% | $4,375+28.1% |
| Admin fee / account holder | $171 | $357-52.0% | $12,068-98.6% | $834-79.5% |