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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Claims proc... | $19,597 |
GREENLEAF TRUST4 years Filed as: GREENLEAF ADVISORS, LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $16,555 |
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 | $51,106 | $52,961-3.5% | $172,755-70.4% | $65,185-21.6% |
| Participation rate | 84.8% | 66.2%+18.6pp | 82.6%+2.2pp | 70.2%+14.6pp |
| Annual return | 19.62% | 30.12%-10.5pp | 802.94%-783.3pp | 29.38%-9.8pp |
| Employer contribution / active EE | $1,226 | $2,190-44.0% | $5,144-76.2% | $2,177-43.7% |
| Participant deferral / active EE | $2,504 | $2,471+1.3% | $5,198-51.8% | $3,514-28.7% |
| Admin fee / account holder | $192 | $472-59.4% | $13,955-98.6% | $847-77.4% |