Filed January 6, 2025 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $111,815 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $6,480 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,182 | $83,436-68.6% | $103,693-74.8% | $83,436-68.6% |
| Participation rate | 95.5% | 73.2%+22.3pp | 72.6%+22.9pp | 73.2%+22.3pp |
| Annual return | 11.87% | 19.34%-7.5pp | 47.61%-35.7pp | 19.34%-7.5pp |
| Employer contribution / active EE | $2,610 | $4,072-35.9% | $2,920-10.6% | $4,072-35.9% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $4,579-100.0% | $3,411-100.0% |
| Admin fee / account holder | $51 | $265-80.8% | $7,858-99.4% | $265-80.8% |