Filed April 6, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $38,491 |
Filed as: ONE DIGITAL INVESTMENT ADV. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $16,803 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,284 | $73,149-51.8% | $120,574-70.7% | $77,736-54.6% |
| Participation rate | 66.7% | 55.2%+11.5pp | 71.9%-5.3pp | 70.6%-3.9pp |
| Annual return | 13.57% | 18.24%-4.7pp | 107.42%-93.9pp | 31.26%-17.7pp |
| Employer contribution / active EE | $0 | $1,793-100.0% | $3,471-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,250 | $3,006-25.1% | $4,996-55.0% | $4,651-51.6% |
| Admin fee / account holder | $213 | $660-67.6% | $9,445-97.7% | $433-50.7% |