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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 | $69,771+146.2% | $67,524+154.4% | $74,400+130.9% |
| Participation rate | 97.6% | 71.4%+26.2pp | 72.9%+24.7pp | 67.2%+30.3pp |
| Annual return | 12.89% | -40.49%+53.4pp | 3519.41%-3506.5pp | 1367.51%-1354.6pp |
| Employer contribution / active EE | $6,596 | $2,710+143.3% | $2,734+141.3% | $2,624+151.3% |
| Participant deferral / active EE | $8,350 | $3,638+129.5% | $4,001+108.7% | $4,348+92.0% |
| Admin fee / account holder | $316 | $889-64.5% | $4,001-92.1% | $1,944-83.7% |