Filed August 7, 2025
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $30,997 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 15 · EIN 82-1434504 | Recordkeeping | $29,478 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,396 | $65,084+18.9% | $67,681+14.4% | $64,340+20.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 73.7%+26.3pp | 55.2%+44.8pp |
| Annual return | 11.07% | 20.50%-9.4pp | 590.58%-579.5pp | 24.14%-13.1pp |
| Employer contribution / active EE | $3,686 | $2,398+53.7% | $2,678+37.6% | $1,862+98.0% |
| Participant deferral / active EE | $5,232 | $3,210+63.0% | $3,976+31.6% | $2,980+75.5% |
| Admin fee / account holder | $218 | $1,415-84.6% | $6,100-96.4% | $3,703-94.1% |