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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,659 |
STANCORP FINANCIAL GROUP1 year Filed as: STANDCORP FINANCIAL GROUP Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $23,738 |
LORIA FINANCIAL GROUP, LLC6+ years Service code 55 | Other Commissions | $12,859 |
Filed as: LORIA FINANCIAL GROUP LLC Service code 55 7500 S. COUNTY LINE ROAD · BURR RIDGE, IL 60527 | Other Commissions | $0 |
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.
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,288 | $91,517-76.7% | $101,275-79.0% | $73,412-71.0% |
| Participation rate | 40.7% | 73.8%-33.1pp | 75.8%-35.1pp | 72.2%-31.5pp |
| Annual return | 9.35% | 17.17%-7.8pp | 46.48%-37.1pp | 59.30%-49.9pp |
| Employer contribution / active EE | $441 | $2,877-84.7% | $3,660-87.9% | $2,234-80.2% |
| Participant deferral / active EE | $1,866 | $3,338-44.1% | $4,371-57.3% | $3,806-51.0% |
| Admin fee / account holder | $265 | $216+22.9% | $5,948-95.5% | $158+68.0% |