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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $43,868 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $38,548 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,519 | $59,448+8.5% | $93,696-31.1% | $74,459-13.4% |
| Participation rate | 89.2% | 59.6%+29.5pp | 68.7%+20.4pp | 67.2%+21.9pp |
| Annual return | 19.76% | 82.11%-62.3pp | 133.74%-114.0pp | 1369.70%-1349.9pp |
| Employer contribution / active EE | $6,933 | $1,266+447.5% | $2,422+186.3% | $2,626+164.0% |
| Participant deferral / active EE | $15,375 | $3,052+403.8% | $4,417+248.1% | $4,350+253.5% |
| Admin fee / account holder | $266 | $3,027-91.2% | $8,287-96.8% | $1,945-86.3% |