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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $36,271 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $6,595 |
Service code 27 · EIN 27-1667654 | Advisory (Plan) | $6,591 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,030 | $63,114-17.6% | $92,909-44.0% | $65,185-20.2% |
| Participation rate | 58.3% | 68.8%-10.5pp | 76.0%-17.8pp | 70.2%-11.9pp |
| Annual return | 19.64% | 28.75%-9.1pp | 109.44%-89.8pp | 29.38%-9.7pp |
| Employer contribution / active EE | $1,828 | $2,571-28.9% | $3,653-50.0% | $2,177-16.0% |
| Participant deferral / active EE | $2,913 | $3,108-6.3% | $4,238-31.3% | $3,514-17.1% |
| Admin fee / account holder | $253 | $624-59.5% | $5,795-95.6% | $847-70.2% |