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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS, LLC Service code 99 · EIN 43-1451524 | Other Fees | $51,878 |
ACUFF & ASSOCIATES, INC.9 years Service code 49 · EIN 62-1477251 | Other Services | $7,004 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,612 | $59,456+3.6% | $93,669-34.2% | $74,429-17.2% |
| Participation rate | 68.5% | 59.6%+8.8pp | 68.7%-0.2pp | 67.2%+1.3pp |
| Annual return | 14.07% | 82.00%-67.9pp | 133.59%-119.5pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $944 | $1,266-25.4% | $2,424-61.1% | $2,625-64.0% |
| Participant deferral / active EE | $3,213 | $3,052+5.3% | $4,416-27.2% | $4,348-26.1% |
| Admin fee / account holder | $487 | $3,026-83.9% | $8,291-94.1% | $1,944-75.0% |