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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $40,875 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301707 | Advisory (Plan) | $25,188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,283 | $52,188-63.1% | $86,640-77.7% | $74,460-74.1% |
| Participation rate | 58.8% | 66.3%-7.5pp | 71.7%-12.9pp | 70.7%-11.9pp |
| Annual return | 16.78% | 44.46%-27.7pp | 592.52%-575.7pp | 34.38%-17.6pp |
| Employer contribution / active EE | $487 | $2,282-78.7% | $3,024-83.9% | $2,638-81.5% |
| Participant deferral / active EE | $1,172 | $3,383-65.4% | $4,438-73.6% | $4,530-74.1% |
| Admin fee / account holder | $96 | $319-69.9% | $5,616-98.3% | $348-72.4% |