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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $20,970 |
PRIVATE ADVISOR GROUP LLC1+ years Filed as: PRIVATE ADVISOR GROUP Service code 27 · EIN 27-3463733 | Advisory (Plan) | $5,843 |
INVEST FINANCIAL CORPORATION1+ years Filed as: INVEST FINANCIAL CORP Service code 27 · EIN 59-2195688 | Advisory (Plan) | $3,079 |
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.)
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 | $29,026 | $46,360-37.4% | $147,618-80.3% | $52,331-44.5% |
| Participation rate | 52.6% | 64.9%-12.3pp | 84.6%-32.0pp | 68.1%-15.5pp |
| Annual return | 2.02% | 1.62%+0.4pp | 61.98%-60.0pp | 4.54%-2.5pp |
| Employer contribution / active EE | $810 | $2,126-61.9% | $5,565-85.4% | $1,882-56.9% |
| Participant deferral / active EE | $1,125 | $2,258-50.1% | $4,895-77.0% | $3,022-62.8% |
| Admin fee / account holder | $340 | $766-55.6% | $11,612-97.1% | $592-42.6% |