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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 | $48,327+157.5% | $67,575+84.1% | $80,935+53.7% |
| Participation rate | 87.3% | 66.4%+20.9pp | 72.9%+14.4pp | 67.7%+19.7pp |
| Annual return | 13.24% | 18.31%-5.1pp | 3528.98%-3515.7pp | 35.66%-22.4pp |
| Employer contribution / active EE | $2,951 | $2,022+45.9% | $2,736+7.9% | $2,757+7.0% |
| Participant deferral / active EE | $4,041 | $2,927+38.1% | $4,003+0.9% | $4,299-6.0% |
| Admin fee / account holder | $196 | $3,692-94.7% | $3,993-95.1% | $6,924-97.2% |