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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $120,148 |
TIAA7 years Service code 13 · EIN 13-1624203 | Contract Administrator | $60,777 |
EISNERAMPER LLP1 year Filed as: EISNER AMPER LLP Service code 10 · EIN 87-1363769 | Accounting | $18,375 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,802 | $69,708+146.5% | $67,560+154.3% | $74,478+130.7% |
| Participation rate | 97.6% | 71.4%+26.1pp | 72.9%+24.6pp | 67.2%+30.3pp |
| Annual return | 12.89% | -40.67%+53.6pp | 3533.50%-3520.6pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $6,596 | $2,715+143.0% | $2,737+141.0% | $2,626+151.1% |
| Participant deferral / active EE | $8,350 | $3,637+129.6% | $4,004+108.5% | $4,350+91.9% |
| Admin fee / account holder | $316 | $887-64.4% | $3,994-92.1% | $1,946-83.8% |