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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Su... | $34,955 |
SOUNDRIVER ADVISORS, LLC1+ years Service code 27 · EIN 80-0882661 | Advisory (Plan) | $31,954 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,316 | $33,745-7.2% | $64,105-51.1% | $55,191-43.3% |
| Participation rate | 57.2% | 59.4%-2.2pp | 68.2%-11.0pp | 69.2%-12.0pp |
| Annual return | -0.53% | 4.95%-5.5pp | 791.24%-791.8pp | 10.78%-11.3pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,629 | $1,929+36.3% | $2,822-6.8% | $3,046-13.7% |
| Admin fee / account holder | $285 | $94+202.1% | $4,499-93.7% | $91+213.9% |