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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) | $5,486 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 14 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Plan Administrator | $387 |
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 | $49,712 | $48,277+3.0% | $67,511-26.4% | $80,874-38.5% |
| Participation rate | 84.8% | 66.4%+18.4pp | 72.9%+11.9pp | 67.6%+17.1pp |
| Annual return | 12.93% | 18.27%-5.3pp | 3517.41%-3504.5pp | 35.62%-22.7pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,846 | $2,926-2.7% | $4,000-28.8% | $4,297-33.8% |
| Admin fee / account holder | $40 | $3,687-98.9% | $3,999-99.0% | $6,935-99.4% |