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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $19,760 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 27 · EIN 41-0945505 | Advisory (Plan) | $8,278 |
INFINEX INVESTMENTS INC2 years Filed as: INFINEX INVESTMENTS, INC Service code 27 · EIN 06-1367288 | Advisory (Plan) | $3,139 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $25,997 | $47,977-45.8% | $154,111-83.1% | $56,287-53.8% |
| Participation rate | 56.9% | 66.2%-9.3pp | 83.0%-26.2pp | 69.9%-13.0pp |
| Annual return | 10.37% | 3.54%+6.8pp | 735.18%-724.8pp | -9.96%+20.3pp |
| Employer contribution / active EE | $684 | $2,169-68.4% | $5,298-87.1% | $2,111-67.6% |
| Participant deferral / active EE | $1,060 | $2,392-55.7% | $5,081-79.1% | $3,350-68.3% |
| Admin fee / account holder | $260 | $438-40.7% | $13,411-98.1% | $521-50.1% |