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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 1100 SW 6TH AVE · PORTLAND, OR 972041020 | Custodial (other than securities); Cl... | $25,037 |
PENSION ASSURANCE LLP8+ years Filed as: THE PENSION SPECIALISTS, LTD. Service code 27 · EIN 36-3592542 10501 NORTH 2ND STREET · MACHESNEY PARK, IL 61115 | Advisory (Plan) | $18,991 |
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 | $100,030 | $102,661-2.6% | $151,639-34.0% | $66,938+49.4% |
| Participation rate | 96.6% | 85.5%+11.1pp | 87.5%+9.1pp | 69.8%+26.8pp |
| Annual return | -8.40% | -10.81%+2.4pp | 3.34%-11.7pp | 1.58%-10.0pp |
| Employer contribution / active EE | $2,285 | $4,184-45.4% | $6,165-62.9% | $2,545-10.2% |
| Participant deferral / active EE | $8,298 | $6,645+24.9% | $8,363-0.8% | $4,238+95.8% |
| Admin fee / account holder | $12 | $630-98.1% | $11,613-99.9% | $594-98.0% |