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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $41,703 |
SECURITIES AMERICA INC2+ years Filed as: SECURITIES AMERICA ADVISORS, INC Service code 27 · EIN 47-0648506 | Advisory (Plan) | $12,941 |
STANDARD FINANCIAL GROUP2+ years Service code 19 | Securities Custodian | $1,063 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,433 | $46,100-57.8% | $86,582-77.6% | $69,631-72.1% |
| Participation rate | 41.8% | 67.2%-25.4pp | 73.5%-31.7pp | 70.7%-28.9pp |
| Annual return | 9.04% | 21.02%-12.0pp | 965.08%-956.0pp | 27571.02%-27562.0pp |
| Employer contribution / active EE | $211 | $1,850-88.6% | $2,839-92.6% | $2,032-89.6% |
| Participant deferral / active EE | $1,486 | $2,432-38.9% | $3,609-58.8% | $3,224-53.9% |
| Admin fee / account holder | $192 | $94+105.1% | $4,904-96.1% | $110+74.2% |