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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 11 · EIN 93-1253576 | Actuarial | $70,395 |
BATCHELOR, TILLERY & ROBERTS3+ years Service code 10 · EIN 56-1750124 | Accounting | $11,700 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $44,091-100.0% | $85,985-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 4.5%-4.5pp |
| Annual return | 8.32% | 12.51%-4.2pp | 14.20%-5.9pp | 13.95%-5.6pp |
| Employer contribution / active EE | $2,728 | $17,557-84.5% | $27,968-90.2% | $16,598-83.6% |
| Participant deferral / active EE | $2,728 | $552+394.3% | $576+373.3% | $511+433.7% |
| Admin fee / account holder | $0 | $612-100.0% | $6,028-100.0% | $612-100.0% |