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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $23,470 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $15,498 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $42,367 | $82,674-48.8% | $125,381-66.2% | $68,486-38.1% |
| Participation rate | 52.7% | 75.1%-22.3pp | 82.4%-29.6pp | 67.9%-15.1pp |
| Annual return | -16.23% | -5.97%-10.3pp | 572.31%-588.5pp | -7.85%-8.4pp |
| Employer contribution / active EE | $1,410 | $3,382-58.3% | $4,815-70.7% | $2,597-45.7% |
| Participant deferral / active EE | $3,090 | $6,111-49.4% | $7,448-58.5% | $4,028-23.3% |
| Admin fee / account holder | $322 | $6,277-94.9% | $10,007-96.8% | $5,404-94.0% |