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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $42,016 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS, LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $23,310 |
DOUGALL CONRADIE LLC2 years Service code 10 · EIN 20-5230500 | Accounting | $9,000 |
Filed as: FERENCZY BENEFITS LAW CENTER LLC Service code 10 · EIN 82-3582450 | Accounting | $1,663 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,712 | $96,136-28.5% | $135,987-49.5% | $80,925-15.1% |
| Participation rate | 57.7% | 71.2%-13.5pp | 76.4%-18.7pp | 67.7%-10.0pp |
| Annual return | -7.60% | 28.70%-36.3pp | 580.01%-587.6pp | 35.65%-43.2pp |
| Employer contribution / active EE | $7,822 | $3,350+133.5% | $4,214+85.6% | $2,756+183.8% |
| Participant deferral / active EE | $34,743 | $5,706+508.9% | $7,027+394.4% | $4,299+708.2% |
| Admin fee / account holder | $585 | $8,236-92.9% | $6,716-91.3% | $6,940-91.6% |