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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $110,234 |
Filed as: ONEDIGITAL INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $37,020 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $76,156 | $102,422-25.6% | $147,117-48.2% | $80,959-5.9% |
| Participation rate | 76.7% | 75.9%+0.8pp | 82.2%-5.5pp | 67.7%+9.0pp |
| Annual return | 20.75% | 135.16%-114.4pp | 420.54%-399.8pp | 35.67%-14.9pp |
| Employer contribution / active EE | $3,148 | $3,717-15.3% | $4,932-36.2% | $2,757+14.2% |
| Participant deferral / active EE | $3,099 | $6,652-53.4% | $8,065-61.6% | $4,300-27.9% |
| Admin fee / account holder | $15 | $7,953-99.8% | $12,993-99.9% | $6,925-99.8% |