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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; Direct payment fro... | $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 | $35,730+2.1% | $158,223-76.9% | $83,436-56.3% |
| Participation rate | 30.2% | 59.7%-29.5pp | 79.2%-49.0pp | 73.2%-42.9pp |
| Annual return | 12.35% | 53.13%-40.8pp | 52.09%-39.7pp | 19.34%-7.0pp |
| Employer contribution / active EE | $244 | $1,450-83.2% | $4,109-94.1% | $4,072-94.0% |
| Participant deferral / active EE | $1,432 | $1,698-15.6% | $5,467-73.8% | $3,411-58.0% |
| Admin fee / account holder | $224 | $165+36.1% | $16,047-98.6% | $265-15.5% |