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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,083 | $36,002-41.4% | $161,489-86.9% | $64,728-67.4% |
| Participation rate | 17.4% | 57.4%-40.1pp | 78.7%-61.3pp | 57.9%-40.5pp |
| Annual return | 11.05% | 33.93%-22.9pp | 89.72%-78.7pp | 49.38%-38.3pp |
| Employer contribution / active EE | $289 | $1,380-79.1% | $4,268-93.2% | $2,243-87.1% |
| Participant deferral / active EE | $488 | $1,815-73.1% | $5,630-91.3% | $2,729-82.1% |
| Admin fee / account holder | $321 | $931-65.5% | $16,006-98.0% | $1,145-71.9% |