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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $65,034 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $24,341 |
Filed as: ONEDIGITAL TOPCO LLP Service code 99 · EIN 82-1434504 | Other Fees | $12,001 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $11,974 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,488 | $36,773-0.8% | $189,758-80.8% | $85,660-57.4% |
| Participation rate | 30.2% | 63.3%-33.0pp | 79.8%-49.6pp | 74.8%-44.6pp |
| Annual return | 12.35% | 55.47%-43.1pp | 52.62%-40.3pp | 19.52%-7.2pp |
| Employer contribution / active EE | $244 | $1,536-84.1% | $4,767-94.9% | $4,199-94.2% |
| Participant deferral / active EE | $1,432 | $1,800-20.4% | $5,856-75.5% | $3,518-59.3% |
| Admin fee / account holder | $224 | $132+70.4% | $20,388-98.9% | $224+0.1% |