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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 | $48,277+102.3% | $67,511+44.7% | $80,874+20.8% |
| Participation rate | 94.0% | 66.4%+27.6pp | 72.9%+21.1pp | 67.6%+26.4pp |
| Annual return | 12.38% | 18.27%-5.9pp | 3517.41%-3505.0pp | 35.62%-23.2pp |
| Employer contribution / active EE | $4,532 | $2,021+124.2% | $2,733+65.9% | $2,756+64.5% |
| Participant deferral / active EE | $8,887 | $2,926+203.7% | $4,000+122.2% | $4,297+106.8% |
| Admin fee / account holder | $100 | $3,687-97.3% | $3,999-97.5% | $6,935-98.6% |