Filed November 18, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $18,528 |
Filed as: YOUNT, HYDE & BARBOUR, P.C Service code 10 · EIN 54-1149263 | Accounting | $17,860 |
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $16,985 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $96,123-100.0% | $77,361-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 81.1%-81.1pp | 75.0%-75.0pp | 82.4%-82.4pp |
| Annual return | -97.63% | 2054.81%-2152.4pp | 1011.54%-1109.2pp | 202.70%-300.3pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,975-100.0% | $3,911-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $9,471-100.0% | $5,894-100.0% | $19,030-100.0% |