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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 11101 SWITZER RD. SUITE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $31,533 |
TIAA4 years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $1,973 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,672 | $48,327+102.1% | $67,575+44.5% | $80,935+20.7% |
| Participation rate | 94.0% | 66.4%+27.6pp | 72.9%+21.1pp | 67.7%+26.4pp |
| Annual return | 12.38% | 18.31%-5.9pp | 3528.98%-3516.6pp | 35.66%-23.3pp |
| Employer contribution / active EE | $4,532 | $2,022+124.1% | $2,736+65.7% | $2,757+64.4% |
| Participant deferral / active EE | $8,887 | $2,927+203.6% | $4,003+122.0% | $4,299+106.7% |
| Admin fee / account holder | $100 | $3,692-97.3% | $3,993-97.5% | $6,924-98.6% |