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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $37,039 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 45-1451524 | Advisory (Plan) | $34,504 |
TIAA7+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $6,978 |
Filed as: VARIABLE ANNUITY LIFE INS CO Service code 13 · EIN 74-1624348 | Contract Administrator | $155 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,480 | $79,151-17.3% | $60,919+7.5% | $64,824+1.0% |
| Participation rate | 97.9% | 77.7%+20.2pp | 73.1%+24.8pp | 71.5%+26.4pp |
| Annual return | -12.23% | -7.12%-5.1pp | 16.96%-29.2pp | 32.84%-45.1pp |
| Employer contribution / active EE | $3,519 | $3,052+15.3% | $2,704+30.1% | $2,507+40.4% |
| Participant deferral / active EE | $5,171 | $3,727+38.7% | $3,814+35.6% | $4,311+19.9% |
| Admin fee / account holder | $178 | $106+68.6% | $3,228-94.5% | $188-5.1% |