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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 26 · EIN 82-1434504 11101 SWITZER RD. SUITE 200 · OVERLAND PARK, KS 66210 | Advisory (Participants) | $6,809 |
TIAA3 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 14 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Plan Administrator | $1,511 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,255 | $69,774+25.1% | $67,575+29.1% | $74,459+17.2% |
| Participation rate | 96.4% | 71.4%+25.0pp | 72.9%+23.5pp | 67.2%+29.2pp |
| Annual return | 13.13% | -40.53%+53.7pp | 3528.98%-3515.8pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $2,643 | $2,710-2.5% | $2,736-3.4% | $2,626+0.6% |
| Participant deferral / active EE | $4,095 | $3,636+12.6% | $4,003+2.3% | $4,350-5.9% |
| Admin fee / account holder | $32 | $890-96.4% | $3,993-99.2% | $1,945-98.4% |