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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,667 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $27,391 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,194 | $101,672-22.1% | $147,117-46.2% | $74,478+6.3% |
| Participation rate | 61.7% | 75.5%-13.9pp | 82.2%-20.5pp | 67.2%-5.6pp |
| Annual return | 11.26% | 8757.83%-8746.6pp | 420.54%-409.3pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $6,870 | $7,305-6.0% | $8,065-14.8% | $4,350+57.9% |
| Admin fee / account holder | $384 | $1,753-78.1% | $12,993-97.0% | $1,946-80.2% |