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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Other fees; Custodial (securities); R... | $23,331 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $8,992 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,826 | $47,977-46.2% | $154,111-83.2% | $56,287-54.1% |
| Participation rate | 64.9% | 66.2%-1.2pp | 83.0%-18.1pp | 69.9%-4.9pp |
| Annual return | -5.68% | 3.54%-9.2pp | 735.18%-740.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $537 | $2,169-75.3% | $5,298-89.9% | $2,111-74.6% |
| Participant deferral / active EE | $1,694 | $2,392-29.2% | $5,081-66.7% | $3,350-49.4% |
| Admin fee / account holder | $174 | $438-60.3% | $13,411-98.7% | $521-66.6% |