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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $21,363 |
DAVINCI CAPITAL MANAGEMENT2 years Filed as: DAVINCI CAPITAL MANAGEMENT, INC. Service code 27 · EIN 04-2530412 | Advisory (Plan) | $15,038 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $1,933 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $58,964 | $54,573+8.0% | $90,970-35.2% | $73,497-19.8% |
| Participation rate | 33.5% | 61.2%-27.6pp | 69.0%-35.5pp | 70.7%-37.1pp |
| Annual return | 21.26% | 16.69%+4.6pp | 134.60%-113.3pp | 28.51%-7.3pp |
| Employer contribution / active EE | $179 | $991-82.0% | $2,122-91.6% | $2,270-92.1% |
| Participant deferral / active EE | $1,602 | $2,517-36.3% | $3,373-52.5% | $3,740-57.2% |
| Admin fee / account holder | $58 | $521-88.9% | $5,961-99.0% | $513-88.7% |