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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Direct paymen... | $58,899 |
ASHTON YOUNG INC5 years Filed as: ASHTON YOUNG, INC. Service code 27 · EIN 38-1617113 | Advisory (Plan) | $19,601 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,055 | $64,286-47.0% | $90,965-62.6% | $73,412-53.6% |
| Participation rate | 66.2% | 63.6%+2.6pp | 69.0%-2.8pp | 72.2%-6.0pp |
| Annual return | 16.44% | 21.46%-5.0pp | 134.57%-118.1pp | 59.30%-42.9pp |
| Employer contribution / active EE | $120 | $895-86.5% | $2,122-94.3% | $2,234-94.6% |
| Participant deferral / active EE | $2,238 | $2,453-8.8% | $3,373-33.6% | $3,806-41.2% |
| Admin fee / account holder | $206 | $287-28.2% | $5,960-96.5% | $158+30.5% |