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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $71,362 |
TRUE WEALTH ADVISORS ,LLC2 years Service code 27 · EIN 46-5532509 | Advisory (Plan) | $51,658 |
Filed as: PGIM (PRUDENTIAL FUNDS) Service code 19 | Securities Custodian | $13,561 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,395 | $106,264-27.2% | $147,117-47.4% | $77,762-0.5% |
| Participation rate | 97.4% | 78.4%+18.9pp | 82.2%+15.2pp | 70.6%+26.8pp |
| Annual return | 19.59% | 56.94%-37.3pp | 420.54%-400.9pp | 31.27%-11.7pp |
| Employer contribution / active EE | $3,221 | $4,074-20.9% | $4,932-34.7% | $2,728+18.1% |
| Participant deferral / active EE | $5,908 | $8,003-26.2% | $8,065-26.7% | $4,651+27.0% |
| Admin fee / account holder | $245 | $334-26.8% | $12,993-98.1% | $433-43.5% |