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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Distribution ... | $31,420 |
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $8,901 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,447 | $46,732-37.0% | $156,551-81.2% | $55,167-46.6% |
| Participation rate | 57.8% | 65.8%-8.0pp | 84.0%-26.2pp | 69.0%-11.2pp |
| Annual return | 7.92% | 17.72%-9.8pp | 32.23%-24.3pp | 169.23%-161.3pp |
| Employer contribution / active EE | $970 | $2,105-53.9% | $5,501-82.4% | $1,963-50.6% |
| Participant deferral / active EE | $939 | $2,204-57.4% | $4,871-80.7% | $3,054-69.3% |
| Admin fee / account holder | $252 | $418-39.7% | $13,028-98.1% | $504-49.9% |