Filed March 6, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESMENT ADVISORS Service code 27 · EIN 82-1434504 11101 SWITZER RD. SUITE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $36,236 |
TIAA1 year Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $35,648 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,492 | $67,594+125.6% | $77,361+97.1% | $69,733+118.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 10.84% | 19.20%-8.4pp | 1011.54%-1000.7pp | 15.22%-4.4pp |
| Employer contribution / active EE | $7,040 | $2,649+165.8% | $2,990+135.5% | $2,250+212.9% |
| Participant deferral / active EE | $8,449 | $3,401+148.4% | $3,911+116.0% | $3,054+176.6% |
| Admin fee / account holder | $177 | $1,159-84.7% | $5,894-97.0% | $3,102-94.3% |