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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $75,438 |
Filed as: CAROLINA QUALIFIED RETIREMENT PLAN Service code 10 · EIN 47-1083831 | Accounting | $38,288 |
MCGREGOR & ASSOCIATES, INC.3 years Filed as: MCGREGOR & COMPANY Service code 99 3830 FOREST DRIVE · COLUMBIA, SC 29204 | Other Fees | $9,150 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,147 | $50,919-66.3% | $155,556-89.0% | $77,762-77.9% |
| Participation rate | 92.6% | 63.1%+29.5pp | 78.2%+14.4pp | 70.6%+22.0pp |
| Annual return | 11.61% | 34.84%-23.2pp | 64.84%-53.2pp | 31.27%-19.7pp |
| Employer contribution / active EE | $1,114 | $1,991-44.1% | $4,675-76.2% | $2,728-59.2% |
| Participant deferral / active EE | $1,468 | $2,824-48.0% | $5,631-73.9% | $4,651-68.4% |
| Admin fee / account holder | $173 | $437-60.4% | $15,885-98.9% | $433-60.1% |