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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 | Custodial (other than securities); Di... | $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 | $49,468-26.2% | $150,298-75.7% | $103,975-64.9% |
| Participation rate | 30.2% | 58.1%-27.9pp | 77.8%-47.5pp | 72.5%-42.3pp |
| Annual return | 12.35% | 38.98%-26.6pp | 62.79%-50.4pp | 19.41%-7.1pp |
| Employer contribution / active EE | $244 | $1,670-85.4% | $4,154-94.1% | $3,722-93.5% |
| Participant deferral / active EE | $1,432 | $2,650-46.0% | $5,453-73.7% | $5,343-73.2% |
| Admin fee / account holder | $224 | $385-41.7% | $14,116-98.4% | $332-32.5% |