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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $21,849 |
Filed as: TWELVE POINTS WEALTH MGT LLC Service code 27 · EIN 46-5061538 | Advisory (Plan) | $5,467 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,931 | $88,122-76.2% | $141,177-85.2% | $67,579-69.0% |
| Participation rate | 41.5% | 76.5%-35.0pp | 82.5%-41.0pp | 71.3%-29.8pp |
| Annual return | 30.61% | 75.40%-44.8pp | 71.40%-40.8pp | 378.56%-347.9pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,665 | $5,958-38.5% | $6,710-45.4% | $3,539+3.6% |
| Admin fee / account holder | $129 | $131-1.3% | $10,263-98.7% | $142-9.2% |