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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $68,732 |
HORAN SECURITIES INC2+ years Filed as: HORAN SECURITIES, INC. Service code 27 · EIN 31-1448612 | Advisory (Plan) | $27,059 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,768 | $107,378-63.0% | $108,582-63.4% | $57,658-31.0% |
| Participation rate | 68.8% | 77.1%-8.3pp | 79.6%-10.8pp | 70.2%-1.5pp |
| Annual return | 25.57% | 12.80%+12.8pp | -51.70%+77.3pp | 5.13%+20.4pp |
| Employer contribution / active EE | $1,123 | $1,782-37.0% | $3,758-70.1% | $1,974-43.1% |
| Participant deferral / active EE | $4,098 | $3,221+27.2% | $4,311-4.9% | $3,061+33.9% |
| Admin fee / account holder | $97 | $108-10.9% | $7,645-98.7% | $95+2.2% |