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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $39,459 |
Filed as: RETIREMENT PLAN ADVISORS, LLC Service code 27 · EIN 36-4344751 | Advisory (Plan) | $38,148 |
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.
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 | $47,394 | $84,948-44.2% | $70,476-32.8% | $73,412-35.4% |
| Participation rate | 51.7% | 79.9%-28.2pp | 75.1%-23.4pp | 72.2%-20.5pp |
| Annual return | 13.37% | 13.39%0pp | 109.12%-95.7pp | 59.30%-45.9pp |
| Employer contribution / active EE | $846 | $2,834-70.2% | $2,738-69.1% | $2,234-62.1% |
| Participant deferral / active EE | $1,851 | $3,387-45.4% | $3,710-50.1% | $3,806-51.4% |
| Admin fee / account holder | $190 | $98+93.7% | $3,847-95.1% | $158+20.4% |