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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $61,849 |
Filed as: MAYFLOWER FINANCIAL ADVISORS, LLC. Service code 27 · EIN 84-4826355 | Advisory (Plan) | $5,189 |
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 | $57,755 | $45,126+28.0% | $85,187-32.2% | $74,459-22.4% |
| Participation rate | 99.1% | 49.4%+49.8pp | 67.5%+31.6pp | 67.2%+31.9pp |
| Annual return | 14.91% | 26.30%-11.4pp | 66.67%-51.8pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $5,111 | $1,460+250.0% | $2,732+87.0% | $2,626+94.6% |
| Participant deferral / active EE | $6,530 | $2,738+138.5% | $4,525+44.3% | $4,350+50.1% |
| Admin fee / account holder | $214 | $2,212-90.3% | $6,162-96.5% | $1,945-89.0% |