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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,100 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $8,633 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,068 | $50,902-82.2% | $155,534-94.2% | $77,736-88.3% |
| Participation rate | 97.0% | 63.1%+34.0pp | 78.2%+18.8pp | 70.6%+26.5pp |
| Annual return | 22.67% | 34.85%-12.2pp | 64.92%-42.3pp | 31.26%-8.6pp |
| Employer contribution / active EE | $1,410 | $1,991-29.2% | $4,675-69.8% | $2,728-48.3% |
| Participant deferral / active EE | $3,195 | $2,824+13.1% | $5,630-43.3% | $4,651-31.3% |
| Admin fee / account holder | $65 | $437-85.0% | $15,900-99.6% | $433-84.9% |