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 | $65,084+134.3% | $67,681+125.3% | $64,340+137.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 73.7%+26.3pp | 55.2%+44.8pp |
| Annual return | 10.84% | 20.50%-9.7pp | 590.58%-579.7pp | 24.14%-13.3pp |
| Employer contribution / active EE | $7,040 | $2,398+193.5% | $2,678+162.9% | $1,862+278.2% |
| Participant deferral / active EE | $8,449 | $3,210+163.2% | $3,976+112.5% | $2,980+183.5% |
| Admin fee / account holder | $177 | $1,415-87.5% | $6,100-97.1% | $3,703-95.2% |