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| Provider | Service type | Compensation |
|---|---|---|
STA WEALTH MANAGEMENT LLC3 years Filed as: STA BENEFITS, LTD Service code 27 · EIN 32-0041749 | Advisory (Plan) | $41,583 |
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $30,102 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $95,089 | $59,402+60.1% | $93,654+1.5% | $74,546+27.6% |
| Participation rate | 65.4% | 59.7%+5.7pp | 68.7%-3.4pp | 67.2%-1.8pp |
| Annual return | 13.86% | 81.86%-68.0pp | 133.34%-119.5pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $1,489 | $1,265+17.7% | $2,421-38.5% | $2,624-43.3% |
| Participant deferral / active EE | $5,464 | $3,049+79.2% | $4,413+23.8% | $4,347+25.7% |
| Admin fee / account holder | $488 | $3,023-83.9% | $8,282-94.1% | $1,944-74.9% |