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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $43,276 |
Service code 27 · EIN 27-1667654 | Advisory (Plan) | $8,148 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $7,810 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,313 | $72,269-15.2% | $101,271-39.5% | $79,852-23.2% |
| Participation rate | 59.8% | 68.5%-8.7pp | 75.8%-16.0pp | 69.6%-9.9pp |
| Annual return | 16.27% | 22.29%-6.0pp | 46.48%-30.2pp | 31.72%-15.5pp |
| Employer contribution / active EE | $2,227 | $2,692-17.3% | $3,660-39.1% | $2,471-9.9% |
| Participant deferral / active EE | $3,062 | $3,282-6.7% | $4,371-29.9% | $3,740-18.1% |
| Admin fee / account holder | $282 | $4,401-93.6% | $5,948-95.3% | $5,306-94.7% |