Filed May 20, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 99 · EIN 43-1451524 | Other Fees | $8,950 |
Service code 99 · EIN 81-3433658 | Other Fees | $7,779 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $21,083 | $50,982-58.6% | $154,803-86.4% | $85,563-75.4% |
| Participation rate | 17.4% | 59.8%-42.4pp | 78.1%-60.7pp | 66.0%-48.6pp |
| Annual return | 11.05% | 30.35%-19.3pp | 58.88%-47.8pp | 31.51%-20.5pp |
| Employer contribution / active EE | $289 | $1,708-83.1% | $4,305-93.3% | $2,654-89.1% |
| Participant deferral / active EE | $488 | $2,474-80.3% | $5,540-91.2% | $4,375-88.8% |
| Admin fee / account holder | $321 | $846-62.0% | $14,329-97.8% | $834-61.5% |