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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE DIGITAL INVESTMENT ADVISORS LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $22,496 |
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $17,419 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,241 | $50,860+6.6% | $155,574-65.1% | $77,714-30.2% |
| Participation rate | 26.4% | 63.1%-36.7pp | 78.2%-51.8pp | 70.6%-44.2pp |
| Annual return | 11.05% | 34.86%-23.8pp | 64.87%-53.8pp | 31.26%-20.2pp |
| Employer contribution / active EE | $628 | $1,991-68.5% | $4,676-86.6% | $2,727-77.0% |
| Participant deferral / active EE | $1,150 | $2,825-59.3% | $5,629-79.6% | $4,649-75.3% |
| Admin fee / account holder | $354 | $436-18.8% | $15,914-97.8% | $433-18.3% |