Filed May 20, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,099 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 99 · EIN 43-1451524 | Other Fees | $6,276 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,626 | $50,815-67.3% | $155,509-89.3% | $77,643-78.6% |
| Participation rate | 26.9% | 63.1%-36.2pp | 78.2%-51.3pp | 70.6%-43.7pp |
| Annual return | 14.47% | 34.80%-20.3pp | 64.67%-50.2pp | 31.24%-16.8pp |
| Employer contribution / active EE | $417 | $1,993-79.1% | $4,672-91.1% | $2,726-84.7% |
| Participant deferral / active EE | $699 | $2,822-75.2% | $5,626-87.6% | $4,647-85.0% |
| Admin fee / account holder | $275 | $437-37.1% | $15,912-98.3% | $430-36.2% |