Filed May 10, 2018
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $34,275 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $19,759 |
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 | Accounting | $7,560 |
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 | $58,142 | $69,774-16.7% | $67,575-14.0% | $74,459-21.9% |
| Participation rate | 99.5% | 71.4%+28.1pp | 72.9%+26.6pp | 67.2%+32.3pp |
| Annual return | 12.82% | -40.53%+53.3pp | 3528.98%-3516.2pp | 1369.70%-1356.9pp |
| Employer contribution / active EE | $4,152 | $2,710+53.2% | $2,736+51.8% | $2,626+58.1% |
| Participant deferral / active EE | $3,704 | $3,636+1.9% | $4,003-7.5% | $4,350-14.8% |
| Admin fee / account holder | $164 | $890-81.6% | $3,993-95.9% | $1,945-91.6% |