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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $148,382 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $45,029 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,654 | $29,369+1.0% | $77,513-61.7% | $73,412-59.6% |
| Participation rate | 94.9% | 37.9%+57.0pp | 54.2%+40.7pp | 72.2%+22.7pp |
| Annual return | 14.92% | 358.15%-343.2pp | 54.81%-39.9pp | 59.30%-44.4pp |
| Employer contribution / active EE | $64 | $406-84.2% | $987-93.5% | $2,234-97.1% |
| Participant deferral / active EE | $1,285 | $941+36.5% | $1,861-31.0% | $3,806-66.2% |
| Admin fee / account holder | $109 | $123-11.1% | $2,859-96.2% | $158-30.9% |