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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $117,242 |
TIAA8 years Service code 13 · EIN 13-1624203 | Contract Administrator | $71,286 |
EISNERAMPER LLP2 years Filed as: EISNER AMPER LLP Service code 10 · EIN 87-1363769 | Accounting | $21,000 |
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 | $194,632 | $93,351+108.5% | $62,929+209.3% | $79,634+144.4% |
| Participation rate | 98.2% | 74.6%+23.6pp | 73.1%+25.1pp | 62.5%+35.7pp |
| Annual return | 15.68% | 14.37%+1.3pp | 1063.93%-1048.2pp | 36.46%-20.8pp |
| Employer contribution / active EE | $5,049 | $3,135+61.1% | $2,505+101.6% | $2,529+99.6% |
| Participant deferral / active EE | $6,465 | $3,921+64.9% | $3,888+66.3% | $3,835+68.6% |
| Admin fee / account holder | $333 | $229+45.2% | $5,065-93.4% | $1,002-66.8% |