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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 | $69,774+146.2% | $67,561+154.3% | $74,429+130.8% |
| Participation rate | 97.6% | 71.4%+26.2pp | 72.9%+24.7pp | 67.2%+30.3pp |
| Annual return | 12.89% | -40.53%+53.4pp | 3525.44%-3512.6pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $6,596 | $2,710+143.4% | $2,735+141.2% | $2,625+151.3% |
| Participant deferral / active EE | $8,350 | $3,636+129.6% | $4,003+108.6% | $4,348+92.0% |
| Admin fee / account holder | $316 | $890-64.5% | $4,006-92.1% | $1,944-83.8% |