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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 28 · EIN 82-1434504 | Investment Management | $42,000 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $22,162 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $254,005 | $69,774+264.0% | $67,575+275.9% | $74,459+241.1% |
| Participation rate | 94.6% | 71.4%+23.2pp | 72.9%+21.7pp | 67.2%+27.4pp |
| Annual return | 12.31% | -40.53%+52.8pp | 3528.98%-3516.7pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $8,881 | $2,710+227.7% | $2,736+224.7% | $2,626+238.2% |
| Participant deferral / active EE | $7,452 | $3,636+104.9% | $4,003+86.1% | $4,350+71.3% |
| Admin fee / account holder | $324 | $890-63.6% | $3,993-91.9% | $1,945-83.3% |