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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $21,026 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $7,068 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,613 | $88,122-73.2% | $141,177-83.3% | $67,579-65.1% |
| Participation rate | 93.2% | 76.5%+16.7pp | 82.5%+10.7pp | 71.3%+21.9pp |
| Annual return | 39.95% | 75.40%-35.4pp | 71.40%-31.4pp | 378.56%-338.6pp |
| Employer contribution / active EE | $3,689 | $3,224+14.4% | $4,736-22.1% | $2,148+71.8% |
| Participant deferral / active EE | $6,084 | $5,958+2.1% | $6,710-9.3% | $3,539+71.9% |
| Admin fee / account holder | $51 | $131-61.4% | $10,263-99.5% | $142-64.5% |