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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $41,819 |
MAYER HOFFMAN MCCANN P.C.3 years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $15,252 |
WOODBURY FINANCIAL SERVICES2 years Service code 27 · EIN 41-0944586 | Advisory (Plan) | $14,250 |
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 | $20,468 | $37,196-45.0% | $154,108-86.7% | $55,725-63.3% |
| Participation rate | 33.0% | 64.1%-31.1pp | 83.0%-50.0pp | 70.9%-37.9pp |
| Annual return | -3.64% | 1319.68%-1323.3pp | 735.21%-738.8pp | 244.93%-248.6pp |
| Employer contribution / active EE | $348 | $1,614-78.4% | $5,298-93.4% | $2,078-83.2% |
| Participant deferral / active EE | $952 | $2,068-53.9% | $5,081-81.3% | $3,356-71.6% |
| Admin fee / account holder | $264 | $102+160.0% | $13,411-98.0% | $115+129.3% |