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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $60,137 |
CETERA ADVISOR NETWORKS LLC4 years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $28,572 |
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 | $24,764 | $50,860-51.3% | $155,574-84.1% | $77,714-68.1% |
| Participation rate | 63.0% | 63.1%-0.2pp | 78.2%-15.3pp | 70.6%-7.6pp |
| Annual return | 23.83% | 34.86%-11.0pp | 64.87%-41.0pp | 31.26%-7.4pp |
| Employer contribution / active EE | $1,153 | $1,991-42.1% | $4,676-75.3% | $2,727-57.7% |
| Participant deferral / active EE | $1,780 | $2,825-37.0% | $5,629-68.4% | $4,649-61.7% |
| Admin fee / account holder | $256 | $436-41.4% | $15,914-98.4% | $433-41.0% |