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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $47,948 |
FIRST NATIONAL TRUST COMPANY3+ years Filed as: FIRST NATIONAL TRUST CO Service code 27 · EIN 20-0433578 | Advisory (Plan) | $27,208 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,607 | $25,165+25.6% | $73,545-57.0% | $77,958-59.5% |
| Participation rate | 8.0% | 36.6%-28.6pp | 54.9%-46.9pp | 71.6%-63.6pp |
| Annual return | 17.87% | 18.12%-0.3pp | -15.16%+33.0pp | 20.87%-3.0pp |
| Employer contribution / active EE | $36 | $395-90.8% | $1,219-97.0% | $2,310-98.4% |
| Participant deferral / active EE | $202 | $898-77.5% | $1,806-88.8% | $3,537-94.3% |
| Admin fee / account holder | $264 | $76+248.7% | $2,320-88.6% | $97+171.3% |