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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL TRUST COMPANY3 years Service code 27 · EIN 20-0433578 12 FEDERAL ST #400 · PITTSBURGH, PA 15212 | Advisory (Plan) | $22,775 |
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $20,830 |
LOREN D. STARK COMPANY3 years Filed as: LOREN D STARK COMPANY Service code 27 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Advisory (Plan) | $1,620 |
AMERICAN FUNDS3 years Filed as: ADVANCED PROCESSING Service code 10 | Accounting | $798 |
Service code 27 | Advisory (Plan) | $240 |
STANDARD RETIREMENT SERVICES3 years Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
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.)
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 | $48,016 | $79,779-39.8% | $153,741-68.8% | $74,478-35.5% |
| Participation rate | 41.9% | 69.9%-28.0pp | 77.1%-35.2pp | 67.2%-25.3pp |
| Annual return | 12.75% | 15.08%-2.3pp | 15.71%-3.0pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $1,594 | $4,026-60.4% | $5,042-68.4% | $2,626-39.3% |
| Participant deferral / active EE | $3,009 | $5,329-43.5% | $6,757-55.5% | $4,350-30.8% |
| Admin fee / account holder | $361 | $1,761-79.5% | $12,749-97.2% | $1,946-81.4% |