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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 | $55,470-6.9% | $155,556-66.8% | $74,478-30.7% |
| Participation rate | 88.8% | 61.9%+26.9pp | 78.2%+10.6pp | 67.2%+21.6pp |
| Annual return | 11.17% | 269.80%-258.6pp | 64.84%-53.7pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $2,494 | $2,267+10.0% | $4,675-46.7% | $2,626-5.0% |
| Participant deferral / active EE | $3,863 | $2,838+36.1% | $5,631-31.4% | $4,350-11.2% |
| Admin fee / account holder | $267 | $1,744-84.7% | $15,885-98.3% | $1,946-86.3% |