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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $40,141 |
MAYER HOFFMAN MCCANN P.C.2 years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $18,580 |
Service code 27 · EIN 41-0944586 | Advisory (Plan) | $14,246 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,350 | $46,173-45.1% | $170,435-85.1% | $69,631-63.6% |
| Participation rate | 37.5% | 63.9%-26.4pp | 83.6%-46.1pp | 70.7%-33.2pp |
| Annual return | 15.76% | 21.62%-5.9pp | 205.94%-190.2pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $565 | $1,610-64.9% | $5,432-89.6% | $2,032-72.2% |
| Participant deferral / active EE | $1,650 | $2,080-20.7% | $4,939-66.6% | $3,224-48.8% |
| Admin fee / account holder | $295 | $116+154.8% | $13,881-97.9% | $110+167.5% |