Filed August 10, 2021
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| Provider | Service type | Compensation |
|---|---|---|
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETER, PLLC Service code 10 · EIN 04-3499945 | Accounting | $8,020 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $2,178 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,842 | $75,388-56.4% | $123,544-73.4% | $55,725-41.1% |
| Participation rate | 3.7% | 75.7%-71.9pp | 82.3%-78.6pp | 70.9%-67.1pp |
| Annual return | -56.28% | 4.48%-60.8pp | 119.20%-175.5pp | 244.93%-301.2pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $439 | $5,651-92.2% | $6,426-93.2% | $3,356-86.9% |
| Admin fee / account holder | $268 | $120+124.1% | $9,284-97.1% | $115+133.0% |