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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $22,518 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,781 |
Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $1,509 |
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).
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 | $34,317 | $42,548-19.3% | $74,551-54.0% | $56,289-39.0% |
| Participation rate | 60.9% | 60.5%+0.4pp | 69.1%-8.3pp | 69.9%-9.0pp |
| Annual return | 29.62% | 12.40%+17.2pp | 32.53%-2.9pp | -9.96%+39.6pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,625 | $2,277+15.3% | $3,108-15.5% | $3,350-21.6% |
| Admin fee / account holder | $242 | $467-48.1% | $5,059-95.2% | $521-53.5% |