Filed August 7, 2025
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $65,072+18.9% | $66,439+16.5% | $65,306+18.5% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.5%+25.5pp | 57.7%+42.3pp |
| Annual return | 11.07% | 21.50%-10.4pp | 757.66%-746.6pp | 21.94%-10.9pp |
| Employer contribution / active EE | $3,686 | $2,475+48.9% | $2,637+39.8% | $1,967+87.4% |
| Participant deferral / active EE | $5,232 | $3,234+61.8% | $3,876+35.0% | $2,959+76.8% |
| Admin fee / account holder | $218 | $1,323-83.6% | $6,173-96.5% | $3,480-93.7% |