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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 99 · EIN 43-1451524 | Other Fees | $9,857 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,887 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,311 | $81,233-52.8% | $155,567-75.4% | $80,874-52.6% |
| Participation rate | 92.2% | 66.2%+26.0pp | 78.2%+14.0pp | 67.6%+24.6pp |
| Annual return | 8.83% | 33.33%-24.5pp | 64.74%-55.9pp | 35.62%-26.8pp |
| Employer contribution / active EE | $2,612 | $3,101-15.8% | $4,674-44.1% | $2,756-5.2% |
| Participant deferral / active EE | $5,399 | $3,452+56.4% | $5,628-4.1% | $4,297+25.6% |
| Admin fee / account holder | $119 | $7,998-98.5% | $15,916-99.2% | $6,935-98.3% |