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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Claims proc... | $20,384 |
ROYAL ALLIANCE ASSOCIATES INC3+ years Filed as: ROYAL ALLIANCE ASSOCIATES Service code 27 · EIN 93-0987232 | Advisory (Plan) | $9,712 |
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.
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 | $28,660 | $37,196-22.9% | $154,114-81.4% | $55,725-48.6% |
| Participation rate | 23.4% | 64.1%-40.7pp | 83.0%-59.6pp | 70.9%-47.5pp |
| Annual return | 7.35% | 1319.68%-1312.3pp | 735.16%-727.8pp | 244.93%-237.6pp |
| Employer contribution / active EE | $251 | $1,614-84.4% | $5,298-95.3% | $2,078-87.9% |
| Participant deferral / active EE | $508 | $2,068-75.4% | $5,081-90.0% | $3,356-84.9% |
| Admin fee / account holder | $167 | $102+64.6% | $13,411-98.8% | $115+45.2% |