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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; Recordkeeping and ... | $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 | $38,006-4.0% | $161,489-77.4% | $89,670-59.3% |
| Participation rate | 30.2% | 55.7%-25.5pp | 78.7%-48.5pp | 71.2%-40.9pp |
| Annual return | 12.35% | 51.85%-39.5pp | 89.72%-77.4pp | 19.66%-7.3pp |
| Employer contribution / active EE | $244 | $1,536-84.1% | $4,268-94.3% | $4,041-94.0% |
| Participant deferral / active EE | $1,432 | $1,865-23.2% | $5,630-74.6% | $3,962-63.8% |
| Admin fee / account holder | $224 | $249-10.1% | $16,006-98.6% | $352-36.3% |