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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $38,232 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 47-1566880 | Advisory (Plan) | $24,138 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $1,609 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,858 | $49,138-41.3% | $84,023-65.7% | $65,186-55.7% |
| Participation rate | 69.6% | 60.7%+8.8pp | 69.0%+0.5pp | 70.2%-0.6pp |
| Annual return | 5.92% | 23.00%-17.1pp | 71.32%-65.4pp | 29.39%-23.5pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,984-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,879 | $2,397+20.1% | $3,239-11.1% | $3,514-18.1% |
| Admin fee / account holder | $278 | $543-48.8% | $6,102-95.4% | $847-67.2% |