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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Filed as: STANCORP FINANCIAL Service code 15 · EIN 93-1253576 | Recordkeeping | $33,825 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $20,071 |
EVERHART ADVISORS1 year Service code 26 · EIN 31-1440043 | Advisory (Participants) | $20,004 |
Filed as: SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $2,273 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $24,415 | $88,122-72.3% | $141,191-82.7% | $67,579-63.9% |
| Participation rate | 67.7% | 76.5%-8.7pp | 82.5%-14.7pp | 71.3%-3.5pp |
| Annual return | 21.61% | 75.40%-53.8pp | 71.41%-49.8pp | 378.56%-356.9pp |
| Employer contribution / active EE | $284 | $3,224-91.2% | $4,736-94.0% | $2,148-86.8% |
| Participant deferral / active EE | $3,309 | $5,958-44.5% | $6,710-50.7% | $3,539-6.5% |
| Admin fee / account holder | $134 | $131+2.0% | $10,264-98.7% | $142-6.1% |