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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $469,407 |
Filed as: ONEDIGITAL INVESTMENT ADV LLC Service code 27 · EIN 82-1434504 | Advisory (Plan) | $168,798 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,685 | $44,898+21.8% | $85,187-35.8% | $199,960-72.7% |
| Participation rate | 69.1% | 45.7%+23.3pp | 67.5%+1.5pp | 72.0%-2.9pp |
| Annual return | 10.71% | 20.98%-10.3pp | 66.67%-56.0pp | 34.28%-23.6pp |
| Employer contribution / active EE | $1,456 | $1,367+6.5% | $2,732-46.7% | $3,036-52.0% |
| Participant deferral / active EE | $5,441 | $2,670+103.8% | $4,525+20.2% | $5,087+7.0% |
| Admin fee / account holder | $190 | $585-67.5% | $6,162-96.9% | $269-29.4% |