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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $89,704 |
TIAA9+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $6,481 |
Filed as: VARIABLE ANNUITY LIFE INS CO Service code 13 · EIN 74-1624348 | Contract Administrator | $128 |
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 | $86,720 | $91,692-5.4% | $67,561+28.4% | $77,714+11.6% |
| Participation rate | 98.5% | 76.0%+22.4pp | 72.9%+25.6pp | 70.6%+27.9pp |
| Annual return | 22.16% | 14.88%+7.3pp | 3525.44%-3503.3pp | 31.26%-9.1pp |
| Employer contribution / active EE | $4,291 | $3,188+34.6% | $2,735+56.9% | $2,727+57.4% |
| Participant deferral / active EE | $6,060 | $3,912+54.9% | $4,003+51.4% | $4,649+30.3% |
| Admin fee / account holder | $205 | $245-16.1% | $4,006-94.9% | $433-52.7% |