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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $43,953 |
WOODBURY FINANCIAL SERVICES3 years Filed as: WOODBURY FINANCIAL SERVICES, INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $16,985 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,948 | $56,540-40.0% | $185,851-81.7% | $86,821-60.9% |
| Participation rate | 25.2% | 65.5%-40.3pp | 81.7%-56.5pp | 72.3%-47.1pp |
| Annual return | 12.14% | 118.20%-106.1pp | 122.11%-110.0pp | 97.94%-85.8pp |
| Employer contribution / active EE | $329 | $1,844-82.2% | $5,168-93.6% | $2,406-86.3% |
| Participant deferral / active EE | $934 | $2,555-63.4% | $5,569-83.2% | $4,132-77.4% |
| Admin fee / account holder | $298 | $150+99.2% | $16,245-98.2% | $170+75.8% |