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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $23,683 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $21,852 |
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.)
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 | $42,635 | $98,982-56.9% | $162,177-73.7% | $65,185-34.6% |
| Participation rate | 34.3% | 85.8%-51.5pp | 87.6%-53.3pp | 70.2%-35.9pp |
| Annual return | 24.06% | 24.84%-0.8pp | 115.60%-91.5pp | 29.38%-5.3pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,613-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,009 | $5,384-62.7% | $7,297-72.5% | $3,514-42.8% |
| Admin fee / account holder | $347 | $596-41.8% | $10,843-96.8% | $847-59.0% |