Filed August 8, 2024 (most recent of 2 filings on file)
Total covered: 2 employees
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 |
|---|---|---|
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,077 | $100,061-49.0% | $120,344-57.6% | $64,728-21.1% |
| Participation rate | 94.6% | 79.8%+14.7pp | 76.7%+17.9pp | 57.9%+36.7pp |
| Annual return | 16.05% | 16.53%-0.5pp | 20.30%-4.3pp | 49.38%-33.3pp |
| Employer contribution / active EE | $1,973 | $3,112-36.6% | $3,020-34.7% | $2,243-12.0% |
| Participant deferral / active EE | $5,603 | $4,955+13.1% | $5,135+9.1% | $2,729+105.3% |
| Admin fee / account holder | $171 | $428-60.1% | $12,742-98.7% | $1,145-85.1% |