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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $70,870 |
Filed as: ALDRICH WEALTH Service code 27 · EIN 93-1244319 | Advisory (Plan) | $28,397 |
Filed as: HUB INVESTMENT PARTNERS LLC Service code 27 · EIN 84-4758315 | Advisory (Plan) | $16,597 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
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 | $10,148 | $54,213-81.3% | $93,696-89.2% | $77,736-86.9% |
| Participation rate | 82.5% | 64.0%+18.5pp | 68.7%+13.8pp | 70.6%+11.9pp |
| Annual return | 12.26% | 30.55%-18.3pp | 133.74%-121.5pp | 31.26%-19.0pp |
| Employer contribution / active EE | $351 | $1,168-70.0% | $2,422-85.5% | $2,728-87.2% |
| Participant deferral / active EE | $1,184 | $3,145-62.4% | $4,417-73.2% | $4,651-74.5% |
| Admin fee / account holder | $74 | $575-87.1% | $8,287-99.1% | $433-82.9% |