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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Filed as: STANCORP FINANCIAL CORP Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $69,448 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,200 |
Service code 27 111 CONGRESSIONAL BLVD · CARMEL, IN 46032 | Advisory (Plan) | $22,000 |
DEFINITI LLC1 year Service code 13 2201 TIMBERLOCH PL STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $9,131 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $132 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,378 | $55,441-50.6% | $76,002-64.0% | $77,671-64.8% |
| Participation rate | 92.4% | 63.6%+28.8pp | 69.1%+23.3pp | 70.6%+21.8pp |
| Annual return | 11.06% | 17.08%-6.0pp | 360.07%-349.0pp | 31.21%-20.1pp |
| Employer contribution / active EE | $1,372 | $1,789-23.3% | $2,688-49.0% | $2,726-49.7% |
| Participant deferral / active EE | $4,265 | $3,451+23.6% | $4,257+0.2% | $4,648-8.2% |
| Admin fee / account holder | $145 | $407-64.3% | $6,414-97.7% | $430-66.2% |