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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $37,160 |
Filed as: RETIREMENT PLAN ADVISORS, LLC Service code 27 · EIN 36-4344751 | Advisory (Plan) | $35,140 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,847 | $95,542-54.1% | $69,464-36.9% | $67,579-35.1% |
| Participation rate | 58.0% | 79.4%-21.4pp | 74.6%-16.6pp | 71.3%-13.3pp |
| Annual return | 18.43% | 17.67%+0.8pp | 28.98%-10.5pp | 378.56%-360.1pp |
| Employer contribution / active EE | $703 | $2,989-76.5% | $2,779-74.7% | $2,148-67.3% |
| Participant deferral / active EE | $1,597 | $3,263-51.0% | $3,536-54.8% | $3,539-54.9% |
| Admin fee / account holder | $163 | $90+81.6% | $3,840-95.8% | $142+14.6% |