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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $8,445 |
MMA SECURITIES LLC2 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $5,893 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,072 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,071 | $51,604+103.6% | $129,295-18.7% | $80,874+29.9% |
| Participation rate | 97.7% | 57.0%+40.7pp | 69.6%+28.1pp | 67.6%+30.1pp |
| Annual return | 13.94% | 20.76%-6.8pp | 9429.28%-9415.3pp | 35.62%-21.7pp |
| Employer contribution / active EE | $2,962 | $1,585+86.9% | $4,157-28.7% | $2,756+7.5% |
| Participant deferral / active EE | $3,457 | $2,670+29.5% | $4,169-17.1% | $4,297-19.5% |
| Admin fee / account holder | $99 | $4,310-97.7% | $7,665-98.7% | $6,935-98.6% |