Filed July 22, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $114,644 |
Filed as: ONEDIGITAL INVESTMENT AD Service code 27 · EIN 82-1434504 | Advisory (Plan) | $101,250 |
INDEPENDENT PHYSICIANS R1 year Service code 27 · EIN 58-2287138 | Advisory (Plan) | $17,000 |
WINDHAM BRANNON1 year Filed as: WINDHAM BRANNON LLC Service code 10 · EIN 58-1763439 | Accounting | $14,500 |
FISHER INVESTMENTS3 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $14,056 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,383 | $122,186-39.9% | $146,958-50.1% | $199,593-63.2% |
| Participation rate | 59.5% | 78.3%-18.8pp | 82.2%-22.6pp | 72.0%-12.4pp |
| Annual return | 19.07% | 30.56%-11.5pp | 418.34%-399.3pp | 34.25%-15.2pp |
| Employer contribution / active EE | $1,968 | $4,093-51.9% | $4,933-60.1% | $3,034-35.1% |
| Participant deferral / active EE | $4,482 | $8,502-47.3% | $8,070-44.5% | $5,087-11.9% |
| Admin fee / account holder | $228 | $179+27.4% | $12,998-98.2% | $269-15.3% |