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| 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 | $92,071-7.9% | $63,803+32.9% | $71,012+19.4% |
| Participation rate | 98.2% | 73.7%+24.5pp | 72.7%+25.5pp | 58.6%+39.6pp |
| Annual return | 11.72% | 13.14%-1.4pp | 543.72%-532.0pp | 37.67%-26.0pp |
| Employer contribution / active EE | $4,594 | $3,085+48.9% | $2,532+81.4% | $2,348+95.7% |
| Participant deferral / active EE | $6,454 | $3,765+71.4% | $3,843+67.9% | $3,246+98.8% |
| Admin fee / account holder | $210 | $227-7.4% | $5,196-96.0% | $1,167-82.0% |