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 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,396 | $64,705+19.6% | $62,929+23.0% | $67,986+13.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 73.1%+26.9pp | 57.2%+42.8pp |
| Annual return | 11.07% | 20.31%-9.2pp | 1063.93%-1052.9pp | 31.67%-20.6pp |
| Employer contribution / active EE | $3,686 | $2,376+55.2% | $2,505+47.2% | $2,019+82.6% |
| Participant deferral / active EE | $5,232 | $3,198+63.6% | $3,888+34.5% | $3,358+55.8% |
| Admin fee / account holder | $218 | $1,428-84.8% | $5,065-95.7% | $3,203-93.2% |