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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $35,788 |
ALPHA PENSION GROUP, INC.2 years Service code 27 · EIN 26-2219855 | Advisory (Plan) | $12,000 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $170 |
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.
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 | $13,317 | $37,196-64.2% | $154,108-91.4% | $55,725-76.1% |
| Participation rate | 53.4% | 64.1%-10.7pp | 83.0%-29.7pp | 70.9%-17.5pp |
| Annual return | 9.95% | 1319.68%-1309.7pp | 735.21%-725.3pp | 244.93%-235.0pp |
| Employer contribution / active EE | $2 | $1,614-99.9% | $5,298-100.0% | $2,078-99.9% |
| Participant deferral / active EE | $807 | $2,068-61.0% | $5,081-84.1% | $3,356-76.0% |
| Admin fee / account holder | $113 | $102+11.0% | $13,411-99.2% | $115-2.1% |