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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $29,499 |
FIRST NATIONAL TRUST COMPANY3 years Service code 17 12 FEDERAL STREET · PITTSBURGH, PA 15212 | Pension Consulting | $21,027 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,795 | $54,213-37.7% | $93,696-63.9% | $77,736-56.5% |
| Participation rate | 26.4% | 64.0%-37.6pp | 68.7%-42.3pp | 70.6%-44.2pp |
| Annual return | 11.19% | 30.55%-19.4pp | 133.74%-122.6pp | 31.26%-20.1pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,422-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $484 | $3,145-84.6% | $4,417-89.0% | $4,651-89.6% |
| Admin fee / account holder | $191 | $575-66.8% | $8,287-97.7% | $433-56.0% |