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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS, LLC Service code 99 · EIN 43-1451524 | Other Fees | $21,102 |
ACUFF & ASSOCIATES, INC.8 years Service code 49 · EIN 62-1477251 | Other Services | $2,917 |
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.
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 | $46,039 | $54,717-15.9% | $86,216-46.6% | $71,511-35.6% |
| Participation rate | 68.0% | 60.1%+7.9pp | 69.0%-1.0pp | 67.9%0pp |
| Annual return | 15.61% | 20.07%-4.5pp | 1169.42%-1153.8pp | 28.86%-13.2pp |
| Employer contribution / active EE | $847 | $1,267-33.2% | $2,382-64.5% | $2,589-67.3% |
| Participant deferral / active EE | $3,036 | $3,110-2.4% | $3,986-23.8% | $4,291-29.2% |
| Admin fee / account holder | $341 | $1,922-82.2% | $6,853-95.0% | $1,588-78.5% |