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 | $67,594+14.5% | $77,3610% | $69,733+11.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 11.07% | 19.20%-8.1pp | 1011.54%-1000.5pp | 15.22%-4.1pp |
| Employer contribution / active EE | $3,686 | $2,649+39.2% | $2,990+23.3% | $2,250+63.8% |
| Participant deferral / active EE | $5,232 | $3,401+53.8% | $3,911+33.8% | $3,054+71.3% |
| Admin fee / account holder | $218 | $1,159-81.2% | $5,894-96.3% | $3,102-93.0% |