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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $2,950 |
Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $1,724 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $677 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,588 | $54,573-65.9% | $90,951-79.6% | $73,488-74.7% |
| Participation rate | 32.4% | 61.2%-28.8pp | 69.0%-36.6pp | 70.7%-38.3pp |
| Annual return | 15.22% | 16.69%-1.5pp | 134.60%-119.4pp | 28.51%-13.3pp |
| Employer contribution / active EE | $735 | $991-25.8% | $2,122-65.3% | $2,270-67.6% |
| Participant deferral / active EE | $1,296 | $2,517-48.5% | $3,373-61.6% | $3,740-65.3% |
| Admin fee / account holder | $84 | $521-84.0% | $5,959-98.6% | $513-83.7% |