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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $31,981 |
QP CONSULTING3+ years Filed as: QP CONSULTING, LLC Service code 27 6930 CARROLL AVE · TAKOMA PARK, MD 20912 | Advisory (Plan) | $27,955 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,966-100.0% | $185,117-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 65.3%-65.3pp | 77.3%-77.3pp | 70.7%-70.7pp |
| Annual return | 13.60% | 22.36%-8.8pp | 40.50%-26.9pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $660 | $1,360-51.5% | $4,182-84.2% | $2,032-67.5% |
| Participant deferral / active EE | $1,457 | $3,017-51.7% | $5,045-71.1% | $3,224-54.8% |
| Admin fee / account holder | $0 | $94-100.0% | $8,159-100.0% | $110-100.0% |