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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $6,872 |
RPS PLAN ADMINISTRATORS3 years Service code 13 7100 E. BELLEVIEW AVE. STE. 300 · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $3,993 |
Service code 59 · EIN 41-1486060 | Shareholder Servicing | $1,630 |
STANCORP FINANCIAL GROUP1 year Filed as: STANCORP FINANCIAL GROUP INC. Service code 50 1100 SW SIXTH AVENUE · PORTLAND, OR 97204 | Direct Payment | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,793 | $45,082-42.8% | $69,464-62.9% | $72,975-64.7% |
| Participation rate | 66.7% | 68.5%-1.8pp | 74.6%-7.9pp | 69.5%-2.8pp |
| Annual return | 2.89% | 22.66%-19.8pp | 28.98%-26.1pp | 81.01%-78.1pp |
| Employer contribution / active EE | $625 | $2,055-69.6% | $2,779-77.5% | $2,440-74.4% |
| Participant deferral / active EE | $1,073 | $2,604-58.8% | $3,536-69.6% | $3,608-70.3% |
| Admin fee / account holder | $124 | $3,057-96.0% | $3,840-96.8% | $5,124-97.6% |