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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $100,062 |
Filed as: ONEDIGITAL INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $35,703 |
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 | $24,185 | $53,165-54.5% | $86,216-71.9% | $74,460-67.5% |
| Participation rate | 86.3% | 64.9%+21.5pp | 69.0%+17.4pp | 70.7%+15.6pp |
| Annual return | 16.52% | 22.64%-6.1pp | 1169.42%-1152.9pp | 34.38%-17.9pp |
| Employer contribution / active EE | $597 | $1,210-50.7% | $2,382-74.9% | $2,638-77.4% |
| Participant deferral / active EE | $2,431 | $3,234-24.8% | $3,986-39.0% | $4,530-46.3% |
| Admin fee / account holder | $12 | $551-97.9% | $6,853-99.8% | $348-96.6% |