Filed July 17, 2024
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 13 · EIN 13-1624203 | Contract Administrator | $58,566 |
Filed as: ONEDIGITAL INVETSMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $30,914 |
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 | $161,477 | $69,771+131.4% | $67,524+139.1% | $74,400+117.0% |
| Participation rate | 97.1% | 71.4%+25.7pp | 72.9%+24.2pp | 67.2%+29.9pp |
| Annual return | 13.56% | -40.49%+54.1pp | 3519.41%-3505.8pp | 1367.51%-1354.0pp |
| Employer contribution / active EE | $10,142 | $2,710+274.2% | $2,734+271.0% | $2,624+286.5% |
| Participant deferral / active EE | $8,297 | $3,638+128.1% | $4,001+107.4% | $4,348+90.8% |
| Admin fee / account holder | $134 | $889-84.9% | $4,001-96.6% | $1,944-93.1% |