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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% | $67,561+29.1% | $74,429+17.2% |
| Participation rate | 96.4% | 71.4%+25.1pp | 72.9%+23.5pp | 67.2%+29.2pp |
| Annual return | 13.13% | -40.53%+53.7pp | 3525.44%-3512.3pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $2,643 | $2,710-2.5% | $2,735-3.4% | $2,625+0.7% |
| Participant deferral / active EE | $4,095 | $3,636+12.6% | $4,003+2.3% | $4,348-5.8% |
| Admin fee / account holder | $32 | $890-96.4% | $4,006-99.2% | $1,944-98.4% |