Filed August 7, 2025
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $29,395 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 15 · EIN 82-1434504 | Recordkeeping | $17,171 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 26 · EIN 43-1451524 | Advisory (Participants) | $5,155 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,629 | $69,774-1.6% | $67,575+1.6% | $74,459-7.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 12.62% | -40.53%+53.1pp | 3528.98%-3516.4pp | 1369.70%-1357.1pp |
| Employer contribution / active EE | $3,646 | $2,710+34.5% | $2,736+33.3% | $2,626+38.8% |
| Participant deferral / active EE | $4,791 | $3,636+31.7% | $4,003+19.7% | $4,350+10.1% |
| Admin fee / account holder | $184 | $890-79.3% | $3,993-95.4% | $1,945-90.5% |