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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 | $51,631+103.5% | $129,397-18.8% | $80,925+29.8% |
| Participation rate | 97.7% | 56.9%+40.8pp | 69.6%+28.1pp | 67.7%+30.1pp |
| Annual return | 13.94% | 20.77%-6.8pp | 9453.98%-9440.0pp | 35.65%-21.7pp |
| Employer contribution / active EE | $2,962 | $1,583+87.1% | $4,154-28.7% | $2,756+7.5% |
| Participant deferral / active EE | $3,457 | $2,670+29.5% | $4,167-17.0% | $4,299-19.6% |
| Admin fee / account holder | $99 | $4,309-97.7% | $7,679-98.7% | $6,940-98.6% |