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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $26,140 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $9,892 |
WITHUMSMITH+BROWN, PC2 years Filed as: YOUNG OAKES BROWN & COMPANY, P.C. Service code 10 · EIN 25-1589048 | Accounting | $5,300 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,289 | $58,879-75.7% | $178,490-92.0% | $73,488-80.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | -0.32% | 24.86%-25.2pp | 151.07%-151.4pp | 28.51%-28.8pp |
| Employer contribution / active EE | $4,371 | $2,236+95.5% | $5,011-12.8% | $2,270+92.5% |
| Participant deferral / active EE | $1,438 | $2,567-44.0% | $5,202-72.4% | $3,740-61.5% |
| Admin fee / account holder | $219 | $400-45.4% | $13,984-98.4% | $513-57.4% |