Filed November 18, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $19,195 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $16,087 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 26 · EIN 43-1451524 | Advisory (Participants) | $4,842 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,191 | $69,774+16.4% | $67,575+20.1% | $74,459+9.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 13.06% | -40.53%+53.6pp | 3528.98%-3515.9pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $3,616 | $2,710+33.4% | $2,736+32.2% | $2,626+37.7% |
| Participant deferral / active EE | $3,878 | $3,636+6.7% | $4,003-3.1% | $4,350-10.8% |
| Admin fee / account holder | $141 | $890-84.1% | $3,993-96.5% | $1,945-92.7% |