Filed October 26, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $110,869 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $65,250 |
Filed as: THE STANDARD INSURANCE COMPANY Service code 28 · EIN 93-0242990 | Investment Management | $49,996 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,997 | $115,744-45.6% | $100,415-37.3% | $200,096-68.5% |
| Participation rate | 94.2% | 85.7%+8.5pp | 81.5%+12.7pp | 72.0%+22.2pp |
| Annual return | 30.87% | 17.79%+13.1pp | 49.47%-18.6pp | 34.26%-3.4pp |
| Employer contribution / active EE | $0 | $3,657-100.0% | $3,943-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $14,466 | $9,844+47.0% | $8,091+78.8% | $5,090+184.2% |
| Admin fee / account holder | $80 | $93-13.7% | $7,906-99.0% | $269-70.2% |