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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 1100 SW 6TH AVE · PORTLAND, OR 972041020 | Recordkeeping and information managem... | $28,919 |
PENSION ASSURANCE LLP10+ years Filed as: THE PENSION SPECIALISTS, LTD. Service code 27 · EIN 36-3592542 10501 NORTH 2ND STREET · MACHESNEY PARK, IL 61115 | Advisory (Plan) | $19,752 |
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 | $115,760 | $129,227-10.4% | $184,256-37.2% | $77,762+48.9% |
| Participation rate | 98.0% | 87.4%+10.6pp | 86.8%+11.1pp | 70.6%+27.4pp |
| Annual return | 14.28% | 33.24%-19.0pp | 28.85%-14.6pp | 31.27%-17.0pp |
| Employer contribution / active EE | $2,565 | $4,412-41.9% | $6,427-60.1% | $2,728-6.0% |
| Participant deferral / active EE | $9,412 | $7,307+28.8% | $9,133+3.0% | $4,651+102.4% |
| Admin fee / account holder | $15 | $256-94.3% | $13,899-99.9% | $433-96.6% |