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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $23,380 |
Service code 27 · EIN 83-1730027 | Advisory (Plan) | $16,866 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,475 | $66,004-32.6% | $81,820-45.6% | $77,714-42.8% |
| Participation rate | 24.3% | 65.8%-41.5pp | 72.4%-48.1pp | 70.6%-46.3pp |
| Annual return | 29.87% | 26.65%+3.2pp | 777.93%-748.1pp | 31.26%-1.4pp |
| Employer contribution / active EE | $786 | $2,375-66.9% | $2,915-73.0% | $2,727-71.2% |
| Participant deferral / active EE | $2,323 | $3,508-33.8% | $4,323-46.3% | $4,649-50.0% |
| Admin fee / account holder | $186 | $527-64.7% | $7,391-97.5% | $433-57.1% |