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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $50,978 |
Filed as: NAIL MCKINNEY PROFESSIONAL ASSOC. Service code 10 · EIN 64-0760834 | Accounting | $10,350 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,078 | $69,511-33.7% | $94,672-51.3% | $71,529-35.6% |
| Participation rate | 81.9% | 78.4%+3.5pp | 80.8%+1.1pp | 67.9%+14.0pp |
| Annual return | 16.20% | 29.67%-13.5pp | 156.89%-140.7pp | 28.97%-12.8pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,847 | $7,348-74.9% | $7,417-75.1% | $4,291-56.9% |
| Admin fee / account holder | $103 | $1,211-91.5% | $7,222-98.6% | $1,588-93.5% |