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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $41,842 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS, LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $25,998 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,597 | $36,002+23.9% | $161,489-72.4% | $64,728-31.1% |
| Participation rate | 58.2% | 57.4%+0.8pp | 78.7%-20.5pp | 57.9%+0.3pp |
| Annual return | 10.28% | 33.93%-23.6pp | 89.72%-79.4pp | 49.38%-39.1pp |
| Employer contribution / active EE | $989 | $1,380-28.3% | $4,268-76.8% | $2,243-55.9% |
| Participant deferral / active EE | $3,168 | $1,815+74.6% | $5,630-43.7% | $2,729+16.1% |
| Admin fee / account holder | $240 | $931-74.2% | $16,006-98.5% | $1,145-79.0% |