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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 13 · EIN 82-1434504 | Contract Administrator | $19,967 |
TIAA3 years Filed as: TIAA-TEACHERS INSUR & ANNUITY ASSOC Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $6,471 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,438 | $48,284+157.7% | $67,524+84.3% | $80,911+53.8% |
| Participation rate | 87.3% | 66.4%+20.9pp | 72.9%+14.4pp | 67.6%+19.7pp |
| Annual return | 13.24% | 18.27%-5.0pp | 3519.41%-3506.2pp | 35.63%-22.4pp |
| Employer contribution / active EE | $2,951 | $2,021+46.0% | $2,734+7.9% | $2,756+7.1% |
| Participant deferral / active EE | $4,041 | $2,927+38.1% | $4,001+1.0% | $4,297-6.0% |
| Admin fee / account holder | $196 | $3,688-94.7% | $4,001-95.1% | $6,935-97.2% |