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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $51,116 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 26 · EIN 82-1434507 11101 SWITZER RD. SUITE 200 · OVERLAND PARK, KS 66210 | Advisory (Participants) | $30,067 |
ASCENSUS LLC9 years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 49 · EIN 62-1700633 190D SAUNDERSVILLE ROAD · HENDERSONVILLE, TN 37075 | Other Services | $15,033 |
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 | $114,423 | $69,708+64.1% | $67,560+69.4% | $74,478+53.6% |
| Participation rate | 97.2% | 71.4%+25.8pp | 72.9%+24.3pp | 67.2%+30.0pp |
| Annual return | 16.09% | -40.67%+56.8pp | 3533.50%-3517.4pp | 1370.56%-1354.5pp |
| Employer contribution / active EE | $4,395 | $2,715+61.9% | $2,737+60.6% | $2,626+67.4% |
| Participant deferral / active EE | $6,698 | $3,637+84.2% | $4,004+67.3% | $4,350+54.0% |
| Admin fee / account holder | $247 | $887-72.1% | $3,994-93.8% | $1,946-87.3% |