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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 4860 COLLEGE BLVD STE 100 · OVERLAND, KS 662111676 | Advisory (Plan) | $17,883 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 14 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Plan Administrator | $1,022 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,105 | $69,708-8.0% | $67,560-5.1% | $74,478-13.9% |
| Participation rate | 95.5% | 71.4%+24.1pp | 72.9%+22.6pp | 67.2%+28.3pp |
| Annual return | 12.59% | -40.67%+53.3pp | 3533.50%-3520.9pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $1,011 | $2,715-62.7% | $2,737-63.0% | $2,626-61.5% |
| Participant deferral / active EE | $1,698 | $3,637-53.3% | $4,004-57.6% | $4,350-61.0% |
| Admin fee / account holder | $66 | $887-92.6% | $3,994-98.4% | $1,946-96.6% |