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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (securities); Direct paymen... | $22,872 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $19,723 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,311 | $79,523-55.6% | $140,019-74.8% | $56,287-37.3% |
| Participation rate | 36.2% | 85.7%-49.5pp | 87.5%-51.3pp | 69.9%-33.7pp |
| Annual return | -8.47% | 2.39%-10.9pp | 651.15%-659.6pp | -9.96%+1.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,605-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,929 | $5,129-62.4% | $6,927-72.2% | $3,350-42.4% |
| Admin fee / account holder | $350 | $614-42.9% | $10,705-96.7% | $521-32.7% |