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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $32,916 |
USI CONSULTING GROUP1 year Filed as: KIBBLE & PRENTICE HOLDING COMPANY Service code 27 · EIN 91-1176315 | Advisory (Plan) | $14,956 |
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 | $21,422 | $46,297-53.7% | $71,671-70.1% | $62,293-65.6% |
| Participation rate | 91.3% | 60.6%+30.7pp | 68.7%+22.6pp | 69.5%+21.8pp |
| Annual return | 21.25% | 22.32%-1.1pp | 20.65%+0.6pp | 28.90%-7.6pp |
| Employer contribution / active EE | $758 | $1,412-46.3% | $2,460-69.2% | $2,042-62.9% |
| Participant deferral / active EE | $4,576 | $2,235+104.7% | $3,438+33.1% | $3,169+44.4% |
| Admin fee / account holder | $182 | $461-60.5% | $5,558-96.7% | $479-62.1% |