Filed June 1, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $99,810 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 28 · EIN 43-1451524 | Investment Management | $39,078 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,425 | $106,230-18.6% | $147,080-41.2% | $77,736+11.2% |
| Participation rate | 98.4% | 78.4%+20.0pp | 82.2%+16.2pp | 70.6%+27.8pp |
| Annual return | 12.51% | 56.91%-44.4pp | 420.17%-407.7pp | 31.26%-18.8pp |
| Employer contribution / active EE | $5,387 | $4,072+32.3% | $4,933+9.2% | $2,728+97.5% |
| Participant deferral / active EE | $5,145 | $8,001-35.7% | $8,066-36.2% | $4,651+10.6% |
| Admin fee / account holder | $239 | $338-29.2% | $12,989-98.2% | $433-44.7% |