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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9 years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $37,666 |
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 27 · EIN 95-3845382 | Advisory (Plan) | $16,742 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,667 | $50,860-57.4% | $155,574-86.1% | $77,714-72.1% |
| Participation rate | 31.4% | 63.1%-31.7pp | 78.2%-46.8pp | 70.6%-39.2pp |
| Annual return | -4.38% | 34.86%-39.2pp | 64.87%-69.2pp | 31.26%-35.6pp |
| Employer contribution / active EE | $551 | $1,991-72.3% | $4,676-88.2% | $2,727-79.8% |
| Participant deferral / active EE | $943 | $2,825-66.6% | $5,629-83.3% | $4,649-79.7% |
| Admin fee / account holder | $255 | $436-41.5% | $15,914-98.4% | $433-41.0% |