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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $36,679 |
WOODBURY FINANCIAL SERVICES2 years Filed as: WOODBURY FINANCIAL SERVICES, INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $14,759 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,357 | $52,293-34.3% | $178,503-80.8% | $73,412-53.2% |
| Participation rate | 27.5% | 65.3%-37.8pp | 81.9%-54.4pp | 72.2%-44.7pp |
| Annual return | 14.04% | 34.75%-20.7pp | 151.12%-137.1pp | 59.30%-45.3pp |
| Employer contribution / active EE | $318 | $1,736-81.7% | $5,011-93.7% | $2,234-85.8% |
| Participant deferral / active EE | $912 | $2,333-60.9% | $5,202-82.5% | $3,806-76.0% |
| Admin fee / account holder | $241 | $127+88.9% | $13,987-98.3% | $158+52.3% |