Filed June 20, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $37,001 |
TIAA10+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $36,699 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $28,250 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,899 | $69,774+33.1% | $67,575+37.5% | $74,459+24.8% |
| Participation rate | 93.9% | 71.4%+22.5pp | 72.9%+20.9pp | 67.2%+26.6pp |
| Annual return | 12.23% | -40.53%+52.8pp | 3528.98%-3516.7pp | 1369.70%-1357.5pp |
| Employer contribution / active EE | $2,719 | $2,710+0.3% | $2,736-0.6% | $2,626+3.6% |
| Participant deferral / active EE | $4,970 | $3,636+36.7% | $4,003+24.2% | $4,350+14.3% |
| Admin fee / account holder | $257 | $890-71.1% | $3,993-93.6% | $1,945-86.8% |