Filed November 17, 2021
Total covered: 44 employees
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $45,209 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $20,942 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,283 | $42,548+81.6% | $74,551+3.7% | $56,289+37.3% |
| Participation rate | 53.1% | 60.5%-7.4pp | 69.1%-16.1pp | 69.9%-16.8pp |
| Annual return | -3.35% | 12.40%-15.8pp | 32.53%-35.9pp | -9.96%+6.6pp |
| Employer contribution / active EE | $871 | $855+1.9% | $1,961-55.6% | $2,111-58.7% |
| Participant deferral / active EE | $2,111 | $2,277-7.3% | $3,108-32.1% | $3,350-37.0% |
| Admin fee / account holder | $138 | $467-70.4% | $5,059-97.3% | $521-73.5% |