Filed September 15, 1998
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 13 · EIN 13-1624203 | Contract Administrator | $53,613 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $34,816 |
TAIT WELLER & BAKER4 years Service code 10 · EIN 23-1144520 | Accounting | $10,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,820 | $69,774+35.9% | $67,575+40.3% | $74,459+27.3% |
| Participation rate | 95.8% | 71.4%+24.4pp | 72.9%+22.9pp | 67.2%+28.6pp |
| Annual return | 11.45% | -40.53%+52.0pp | 3528.98%-3517.5pp | 1369.70%-1358.3pp |
| Employer contribution / active EE | $2,260 | $2,710-16.6% | $2,736-17.4% | $2,626-13.9% |
| Participant deferral / active EE | $3,857 | $3,636+6.1% | $4,003-3.7% | $4,350-11.3% |
| Admin fee / account holder | $223 | $890-75.0% | $3,993-94.4% | $1,945-88.5% |