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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $6,957 |
WORLD INVESTMENT ADVISORS LLC1+ years Service code 27 · EIN 61-1758632 | Advisory (Plan) | $263 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INC Service code 27 · EIN 36-3297908 | Advisory (Plan) | $2 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $45,445 | $122,063-62.8% | $184,256-75.3% | $74,478-39.0% |
| Participation rate | 95.5% | 85.5%+10.0pp | 86.8%+8.7pp | 67.2%+28.3pp |
| Annual return | 0.00% | 19.92%-19.9pp | 28.85%-28.8pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $794 | $4,539-82.5% | $6,427-87.6% | $2,626-69.8% |
| Participant deferral / active EE | $1,564 | $7,144-78.1% | $9,133-82.9% | $4,350-64.0% |
| Admin fee / account holder | $16 | $1,253-98.7% | $13,899-99.9% | $1,946-99.2% |