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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Filed as: STANCORP FINANCIAL CORP Service code 12 · EIN 93-1253576 | Custodial (securities); Custodial (ot... | $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 | $55,457-50.6% | $76,119-64.0% | $77,736-64.8% |
| Participation rate | 92.4% | 63.6%+28.8pp | 69.1%+23.3pp | 70.6%+21.8pp |
| Annual return | 11.06% | 17.09%-6.0pp | 361.25%-350.2pp | 31.26%-20.2pp |
| Employer contribution / active EE | $1,372 | $1,792-23.5% | $2,693-49.1% | $2,728-49.7% |
| Participant deferral / active EE | $4,265 | $3,454+23.5% | $4,259+0.1% | $4,651-8.3% |
| Admin fee / account holder | $145 | $411-64.6% | $6,421-97.7% | $433-66.5% |