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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $186,762 |
HORAN SECURITIES INC6+ years Filed as: HORAN SECURITIES, INC. Service code 27 · EIN 31-1448612 | Advisory (Plan) | $48,822 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,752 | $82,783-50.8% | $133,959-69.6% | $90,274-54.9% |
| Participation rate | 92.4% | 81.3%+11.1pp | 79.8%+12.6pp | 73.4%+19.0pp |
| Annual return | 22.70% | 21.89%+0.8pp | 45.09%-22.4pp | 53.97%-31.3pp |
| Employer contribution / active EE | $1,513 | $2,388-36.6% | $3,919-61.4% | $2,523-40.0% |
| Participant deferral / active EE | $6,083 | $4,291+41.8% | $5,047+20.5% | $4,231+43.8% |
| Admin fee / account holder | $74 | $93-20.8% | $8,928-99.2% | $114-35.5% |