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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $43,484 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $27,099 |
PINNACLE FINANCIAL SERVICES, INC.10+ years Service code 15 · EIN 59-2438373 | Recordkeeping | $10,871 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $3,624 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,110 | $65,960-54.4% | $81,882-63.2% | $77,762-61.3% |
| Participation rate | 48.0% | 65.8%-17.8pp | 72.4%-24.4pp | 70.6%-22.6pp |
| Annual return | 13.16% | 26.64%-13.5pp | 779.47%-766.3pp | 31.27%-18.1pp |
| Employer contribution / active EE | $820 | $2,375-65.5% | $2,916-71.9% | $2,728-69.9% |
| Participant deferral / active EE | $1,551 | $3,505-55.8% | $4,323-64.1% | $4,651-66.7% |
| Admin fee / account holder | $248 | $526-53.0% | $7,360-96.6% | $433-42.8% |