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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $128,221 |
Service code 16 · EIN 20-4780677 | Consulting | $54,184 |
REHMANN ROBSON1 year Filed as: REHMANN ROBSON LLC Service code 10 · EIN 38-3567911 | Accounting | $31,250 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $9,738 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,600 | $53,204-8.7% | $155,556-68.8% | $200,096-75.7% |
| Participation rate | 36.4% | 64.1%-27.7pp | 78.2%-41.8pp | 72.0%-35.6pp |
| Annual return | 17.68% | 41.02%-23.3pp | 64.84%-47.2pp | 34.26%-16.6pp |
| Employer contribution / active EE | $128 | $1,850-93.1% | $4,675-97.3% | $3,038-95.8% |
| Participant deferral / active EE | $2,510 | $3,163-20.6% | $5,631-55.4% | $5,090-50.7% |
| Admin fee / account holder | $163 | $186-12.1% | $15,885-99.0% | $269-39.4% |