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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVSRS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $17,332 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $11,178 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,225 | $62,409-62.8% | $120,574-80.7% | $74,459-68.8% |
| Participation rate | 48.5% | 56.8%-8.2pp | 71.9%-23.4pp | 67.2%-18.7pp |
| Annual return | 13.23% | 18.62%-5.4pp | 107.42%-94.2pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $850 | $1,847-53.9% | $3,471-75.5% | $2,626-67.6% |
| Participant deferral / active EE | $2,600 | $2,888-10.0% | $4,996-48.0% | $4,350-40.2% |
| Admin fee / account holder | $117 | $2,394-95.1% | $9,445-98.8% | $1,945-94.0% |