See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $54,166 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,570 |
HERITAGE PENSION ADVISORS, LLC1+ years Filed as: HERITAGE INSTITUIONAL SERVICES LLC Service code 27 2800 W COUNTRY CLUB DR STE A · OKLAHOMA CITY, OK 73116 | Advisory (Plan) | $13,117 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $267 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,759 | $41,281-57.0% | $109,313-83.8% | $57,658-69.2% |
| Participation rate | 92.6% | 59.3%+33.2pp | 71.3%+21.3pp | 70.2%+22.3pp |
| Annual return | 7.45% | 8.97%-1.5pp | 22.07%-14.6pp | 5.13%+2.3pp |
| Employer contribution / active EE | $1,719 | $1,201+43.1% | $3,892-55.8% | $1,974-12.9% |
| Participant deferral / active EE | $2,287 | $2,223+2.9% | $3,166-27.8% | $3,061-25.3% |
| Admin fee / account holder | $191 | $75+153.6% | $5,666-96.6% | $95+101.9% |