Filed August 3, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 99 | Other Fees | $33,401 |
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES OF GA, LLC Service code 49 PO BOX 24628 · FARRAGUT, TN 37934 | Other Services | $4,006 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 49 130 S MAIN STREET · MUNCY, PA 17756 | Other Services | $3,650 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS, LLC Service code 26 · EIN 43-1451524 | Advisory (Participants) | $1,435 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,906 | $76,670-12.7% | $96,683-30.8% | $71,457-6.4% |
| Participation rate | 97.4% | 66.6%+30.8pp | 74.3%+23.0pp | 67.9%+29.4pp |
| Annual return | 23.09% | 48.29%-25.2pp | 35.69%-12.6pp | 28.85%-5.8pp |
| Employer contribution / active EE | $6,084 | $3,031+100.7% | $3,737+62.8% | $2,588+135.1% |
| Participant deferral / active EE | $8,359 | $3,771+121.6% | $4,878+71.3% | $4,289+94.9% |
| Admin fee / account holder | $342 | $2,028-83.2% | $6,730-94.9% | $1,587-78.5% |