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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $41,949 |
WOODBURY FINANCIAL SERVICES4 years Filed as: WOODBURY FINANCIAL SERVICES, INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $14,543 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,308 | $46,319-36.7% | $143,770-79.6% | $64,811-54.8% |
| Participation rate | 34.0% | 64.2%-30.2pp | 80.3%-46.3pp | 71.5%-37.5pp |
| Annual return | -16.76% | -10.06%-6.7pp | -0.04%-16.7pp | 32.83%-49.6pp |
| Employer contribution / active EE | $390 | $1,911-79.6% | $4,951-92.1% | $2,506-84.4% |
| Participant deferral / active EE | $1,087 | $2,646-58.9% | $5,638-80.7% | $4,310-74.8% |
| Admin fee / account holder | $274 | $154+78.3% | $14,673-98.1% | $188+46.0% |