Filed May 10, 2018
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 |
|---|---|---|
TIAA9 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $38,545 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $21,281 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,720 | $63,433+0.5% | $63,803-0.1% | $64,097-0.6% |
| Participation rate | 99.5% | 65.0%+34.5pp | 72.7%+26.8pp | 55.2%+44.3pp |
| Annual return | 16.29% | 20.74%-4.5pp | 543.72%-527.4pp | 34.64%-18.4pp |
| Employer contribution / active EE | $4,213 | $2,332+80.7% | $2,532+66.4% | $1,891+122.8% |
| Participant deferral / active EE | $3,876 | $3,119+24.3% | $3,843+0.9% | $3,080+25.8% |
| Admin fee / account holder | $160 | $1,489-89.2% | $5,196-96.9% | $3,454-95.4% |