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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $6,784 |
BELFINT, LYONS & SHUMAN, P.A.2+ years Filed as: BELFINT, LYONS, & SHUMAN, P.A. Service code 10 · EIN 51-0232399 | Accounting | $6,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,056 | $25,723+152.9% | $69,182-6.0% | $55,167+17.9% |
| Participation rate | 20.9% | 39.4%-18.6pp | 55.1%-34.2pp | 69.0%-48.1pp |
| Annual return | 4.91% | 9.56%-4.6pp | -21.93%+26.8pp | 169.23%-164.3pp |
| Employer contribution / active EE | $81 | $480-83.1% | $1,206-93.3% | $1,963-95.9% |
| Participant deferral / active EE | $590 | $963-38.7% | $1,897-68.9% | $3,054-80.7% |
| Admin fee / account holder | $246 | $365-32.5% | $2,697-90.9% | $504-51.2% |