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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $43,640 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 99 · EIN 43-1451524 | Other Fees | $11,667 |
Filed as: ONEDIGITAL TOPCO LLC Service code 99 · EIN 82-1434504 | Other Fees | $6,667 |
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 | $73,382 | $99,168-26.0% | $96,534-24.0% | $74,460-1.4% |
| Participation rate | 95.5% | 80.7%+14.8pp | 76.0%+19.5pp | 70.7%+24.8pp |
| Annual return | 20.69% | 22.40%-1.7pp | 25.88%-5.2pp | 34.38%-13.7pp |
| Employer contribution / active EE | $3,852 | $2,570+49.9% | $2,965+29.9% | $2,638+46.0% |
| Participant deferral / active EE | $10,677 | $4,936+116.3% | $4,851+120.1% | $4,530+135.7% |
| Admin fee / account holder | $90 | $225-59.8% | $8,253-98.9% | $348-74.0% |