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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $38,417 |
Filed as: WOODBURY FINANCIAL SERVICES, INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $13,506 |
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 | $28,603 | $62,928-54.5% | $172,753-83.4% | $67,582-57.7% |
| Participation rate | 32.4% | 64.5%-32.1pp | 82.6%-50.2pp | 71.3%-38.9pp |
| Annual return | 18.56% | 30.36%-11.8pp | 803.00%-784.4pp | 378.57%-360.0pp |
| Employer contribution / active EE | $320 | $1,636-80.4% | $5,144-93.8% | $2,148-85.1% |
| Participant deferral / active EE | $1,018 | $2,145-52.5% | $5,198-80.4% | $3,539-71.2% |
| Admin fee / account holder | $229 | $167+37.4% | $13,956-98.4% | $142+60.9% |