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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $104,596 |
HORAN SECURITIES INC4+ years Filed as: HORAN SECURITIES, INC. Service code 27 · EIN 31-1448612 | Advisory (Plan) | $30,595 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,856 | $64,311-58.2% | $110,243-75.6% | $75,289-64.3% |
| Participation rate | 88.8% | 79.3%+9.5pp | 79.8%+9.0pp | 72.4%+16.4pp |
| Annual return | -1.46% | -1.74%+0.3pp | 314.76%-316.2pp | -0.04%-1.4pp |
| Employer contribution / active EE | $1,137 | $2,404-52.7% | $3,827-70.3% | $2,405-52.7% |
| Participant deferral / active EE | $4,403 | $3,892+13.1% | $4,672-5.8% | $3,739+17.8% |
| Admin fee / account holder | $53 | $88-40.0% | $8,548-99.4% | $102-48.6% |