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 |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $103,305 |
TIAA10+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $7,048 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 13 · EIN 74-1625348 | Contract Administrator | $1,264 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,788 | $93,351-9.2% | $62,929+34.7% | $79,634+6.5% |
| Participation rate | 98.2% | 74.6%+23.5pp | 73.1%+25.1pp | 62.5%+35.7pp |
| Annual return | 11.72% | 14.37%-2.6pp | 1063.93%-1052.2pp | 36.46%-24.7pp |
| Employer contribution / active EE | $4,594 | $3,135+46.6% | $2,505+83.4% | $2,529+81.7% |
| Participant deferral / active EE | $6,454 | $3,921+64.6% | $3,888+66.0% | $3,835+68.3% |
| Admin fee / account holder | $210 | $229-8.5% | $5,065-95.9% | $1,002-79.1% |