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| Provider | Service type | Compensation |
|---|---|---|
CALVETTI FERGUSON1 year Filed as: CALVETTI FERGFUSON Service code 10 · EIN 13-4255527 | Accounting | $19,808 |
Filed as: ARTHUR J GALLAHGER & CO Service code 10 · EIN 13-3727333 | Accounting | $18,750 |
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $17,846 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,228 | $64,909-24.2% | $82,312-40.2% | $62,293-21.0% |
| Participation rate | 35.0% | 74.9%-39.9pp | 76.9%-41.9pp | 69.5%-34.5pp |
| Annual return | 11.34% | 21.18%-9.8pp | 25.88%-14.5pp | 28.90%-17.6pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $699 | $3,103-77.5% | $3,706-81.1% | $3,169-78.0% |
| Admin fee / account holder | $582 | $440+32.5% | $5,608-89.6% | $479+21.5% |