Filed March 8, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 28 · EIN 82-1434504 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Investment Management | $128,164 |
TIAA2+ years Filed as: TIAA-TEACHERS INSURANCE & ANNUNITY Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $53,674 |
PENTEGRA SERVICES, INC.1 year Service code 64 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 106043027 | Recordkeeping Fees | $49,554 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,810 | $113,568-42.1% | $67,575-2.6% | $199,960-67.1% |
| Participation rate | 86.6% | 73.3%+13.3pp | 72.9%+13.7pp | 72.0%+14.6pp |
| Annual return | 54.54% | 15.88%+38.7pp | 3528.98%-3474.4pp | 34.28%+20.3pp |
| Employer contribution / active EE | $1,835 | $3,409-46.2% | $2,736-32.9% | $3,036-39.6% |
| Participant deferral / active EE | $2,769 | $4,163-33.5% | $4,003-30.8% | $5,087-45.6% |
| Admin fee / account holder | $138 | $102+34.8% | $3,993-96.5% | $269-48.7% |