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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $45,878 |
Filed as: ONEDIGITAL TOPCO LLC Service code 99 · EIN 82-1434504 | Other Fees | $0 |
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 | $51,637 | $55,446-6.9% | $155,574-66.8% | $74,429-30.6% |
| Participation rate | 88.8% | 61.9%+26.9pp | 78.2%+10.6pp | 67.2%+21.6pp |
| Annual return | 11.17% | 269.20%-258.0pp | 64.87%-53.7pp | 1368.38%-1357.2pp |
| Employer contribution / active EE | $2,494 | $2,266+10.1% | $4,676-46.7% | $2,625-5.0% |
| Participant deferral / active EE | $3,863 | $2,836+36.2% | $5,629-31.4% | $4,348-11.2% |
| Admin fee / account holder | $267 | $1,743-84.7% | $15,914-98.3% | $1,944-86.3% |