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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $14,772 |
DYNAMIC WEALTH ADVISORS1 year Service code 27 · EIN 26-3945512 | Advisory (Plan) | $248 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,298 | $63,471-98.0% | $68,808-98.1% | $66,938-98.1% |
| Participation rate | 87.2% | 60.0%+27.2pp | 69.0%+18.2pp | 69.8%+17.4pp |
| Annual return | -38.97% | -8.29%-30.7pp | -6.37%-32.6pp | 1.58%-40.5pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $2,656-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,394 | $2,946-52.7% | $3,942-64.6% | $4,238-67.1% |
| Admin fee / account holder | $79 | $578-86.3% | $4,936-98.4% | $594-86.7% |