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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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,712 | $48,337+2.8% | $67,560-26.4% | $80,959-38.6% |
| Participation rate | 84.8% | 66.4%+18.4pp | 72.9%+11.9pp | 67.7%+17.1pp |
| Annual return | 12.93% | 18.26%-5.3pp | 3533.50%-3520.6pp | 35.67%-22.7pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,846 | $2,928-2.8% | $4,004-28.9% | $4,300-33.8% |
| Admin fee / account holder | $40 | $3,695-98.9% | $3,994-99.0% | $6,925-99.4% |