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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $34,810 |
Service code 27 · EIN 95-3845382 | Advisory (Plan) | $6,380 |
CETERA ADVISOR NETWORKS LLC6+ years Filed as: CETERA INVESTMENT SERVICES, LLC Service code 27 · EIN 41-1483314 | Advisory (Plan) | $2,141 |
Filed as: MFS FAMILY OF FUNDS Service code 19 | Securities Custodian | $1,299 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
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 | $11,134 | $52,293-78.7% | $178,503-93.8% | $73,412-84.8% |
| Participation rate | 38.0% | 65.3%-27.3pp | 81.9%-43.9pp | 72.2%-34.1pp |
| Annual return | 14.65% | 34.75%-20.1pp | 151.12%-136.5pp | 59.30%-44.6pp |
| Employer contribution / active EE | $0 | $1,736-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $701 | $2,333-70.0% | $5,202-86.5% | $3,806-81.6% |
| Admin fee / account holder | $119 | $127-6.3% | $13,987-99.1% | $158-24.4% |