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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Direct paym... | $12,601 |
BELFINT, LYONS & SHUMAN, P.A.4+ 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $60,955 | $28,109+116.9% | $71,086-14.3% | $56,287+8.3% |
| Participation rate | 24.3% | 40.4%-16.1pp | 54.7%-30.3pp | 69.9%-45.5pp |
| Annual return | -5.52% | -615.05%+609.5pp | 650.59%-656.1pp | -9.96%+4.4pp |
| Employer contribution / active EE | $121 | $558-78.2% | $1,088-88.8% | $2,111-94.2% |
| Participant deferral / active EE | $832 | $1,116-25.4% | $1,874-55.6% | $3,350-75.2% |
| Admin fee / account holder | $231 | $585-60.5% | $3,082-92.5% | $521-55.7% |