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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 | $81,331-52.9% | $155,534-75.4% | $80,935-52.7% |
| Participation rate | 92.2% | 66.3%+26.0pp | 78.2%+14.0pp | 67.7%+24.5pp |
| Annual return | 8.83% | 33.37%-24.5pp | 64.92%-56.1pp | 35.66%-26.8pp |
| Employer contribution / active EE | $2,612 | $3,105-15.9% | $4,675-44.1% | $2,757-5.2% |
| Participant deferral / active EE | $5,399 | $3,454+56.3% | $5,630-4.1% | $4,299+25.6% |
| Admin fee / account holder | $119 | $7,999-98.5% | $15,900-99.2% | $6,924-98.3% |