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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $52,571 |
USI CONSULTING GROUP2 years Filed as: KIBBLE & PRENTICE HOLDING COMPANY Service code 27 · EIN 91-1176315 | Advisory (Plan) | $14,276 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $10,349 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $6,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $42,396-100.0% | $67,313-100.0% | $56,287-100.0% |
| Participation rate | 0.0% | 61.0%-61.0pp | 69.1%-69.1pp | 69.9%-69.9pp |
| Annual return | -1.97% | -36.63%+34.7pp | -4.08%+2.1pp | -9.96%+8.0pp |
| Employer contribution / active EE | $866 | $1,414-38.7% | $2,566-66.2% | $2,111-59.0% |
| Participant deferral / active EE | $5,685 | $2,360+140.9% | $3,568+59.3% | $3,350+69.7% |
| Admin fee / account holder | $0 | $510-100.0% | $4,507-100.0% | $521-100.0% |