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 | $41,416 |
ERISA SERVICES, INC.2 years Filed as: ERISA SERVICES OF GA, LLC Service code 49 PO BOX 24628 · FARRAGUT, TN 37934 | Other Services | $9,160 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS, LLC Service code 26 · EIN 43-1451524 | Advisory (Participants) | $1,932 |
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 | $77,171 | $80,724-4.4% | $103,333-25.3% | $74,495+3.6% |
| Participation rate | 94.4% | 65.7%+28.7pp | 74.5%+19.9pp | 67.2%+27.2pp |
| Annual return | 16.40% | 27.56%-11.2pp | 24.88%-8.5pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $5,795 | $3,157+83.5% | $3,868+49.8% | $2,623+120.9% |
| Participant deferral / active EE | $7,543 | $3,860+95.4% | $5,057+49.1% | $4,346+73.6% |
| Admin fee / account holder | $391 | $2,368-83.5% | $8,355-95.3% | $1,942-79.9% |