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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $209,475 |
Filed as: MESIROW FINANCIAL INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $90,575 |
TRAVELLER & COMPANY LLC1 year Filed as: TRAVELLER & COMPANY Service code 10 · EIN 87-0668060 | Accounting | $7,630 |
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).
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 | $33,695 | $42,127-20.0% | $85,009-60.4% | $106,408-68.3% |
| Participation rate | 13.0% | 36.6%-23.6pp | 67.5%-54.5pp | 69.9%-56.9pp |
| Annual return | 13.61% | 36.21%-22.6pp | 66.47%-52.9pp | 17.37%-3.8pp |
| Employer contribution / active EE | $0 | $825-100.0% | $2,728-100.0% | $3,361-100.0% |
| Participant deferral / active EE | $537 | $2,066-74.0% | $4,522-88.1% | $5,567-90.4% |
| Admin fee / account holder | $57 | $114-49.8% | $6,153-99.1% | $79-28.0% |