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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $31,740 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $18,584 |
STADION MONEY MANAGEMENT4 years Filed as: STADION MONEY MANAGEMENT LLC Service code 27 · EIN 45-1564286 | Advisory (Plan) | $16,831 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,631 | $96,805-74.6% | $153,741-84.0% | $77,762-68.3% |
| Participation rate | 51.8% | 81.6%-29.9pp | 77.1%-25.3pp | 70.6%-18.8pp |
| Annual return | 14.41% | 14.39%0pp | 15.71%-1.3pp | 31.27%-16.9pp |
| Employer contribution / active EE | $1,894 | $5,232-63.8% | $5,042-62.4% | $2,728-30.6% |
| Participant deferral / active EE | $3,754 | $6,601-43.1% | $6,757-44.4% | $4,651-19.3% |
| Admin fee / account holder | $145 | $182-20.2% | $12,749-98.9% | $433-66.4% |