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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 13 · EIN 43-1451524 | Contract Administrator | $155,968 |
MILLIMAN, INC.7 years Service code 15 · EIN 91-0675641 | Recordkeeping | $12,811 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $150,435-100.0% | $120,580-100.0% | $145,897-100.0% |
| Participation rate | 0.0% | 78.8%-78.8pp | 72.0%-72.0pp | 80.3%-80.3pp |
| Annual return | 4.27% | 154.60%-150.3pp | 107.48%-103.2pp | 552.29%-548.0pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |