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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $24,751 |
Service code 27 · EIN 27-2388726 | Advisory (Plan) | $13,565 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,730 | $106,230-64.5% | $147,080-74.3% | $77,736-51.5% |
| Participation rate | 6.5% | 78.4%-71.9pp | 82.2%-75.7pp | 70.6%-64.1pp |
| Annual return | 14.89% | 56.91%-42.0pp | 420.17%-405.3pp | 31.26%-16.4pp |
| Employer contribution / active EE | $0 | $4,072-100.0% | $4,933-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $333 | $8,001-95.8% | $8,066-95.9% | $4,651-92.8% |
| Admin fee / account holder | $177 | $338-47.7% | $12,989-98.6% | $433-59.2% |