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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $6,286 |
Service code 27 · EIN 20-0433578 | Advisory (Plan) | $5,233 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,330 | $46,072-40.7% | $69,779-60.8% | $55,167-50.5% |
| Participation rate | 56.5% | 67.5%-10.9pp | 71.8%-15.3pp | 69.0%-12.5pp |
| Annual return | 6.50% | 8.68%-2.2pp | 12.99%-6.5pp | 169.23%-162.7pp |
| Employer contribution / active EE | $431 | $1,500-71.3% | $2,338-81.6% | $1,963-78.0% |
| Participant deferral / active EE | $2,355 | $2,344+0.5% | $2,931-19.6% | $3,054-22.9% |
| Admin fee / account holder | $112 | $428-73.8% | $4,381-97.4% | $504-77.8% |