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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $45,029 |
PETRINOVICH PUGH & COMPANY, LLP1 year Service code 10 · EIN 94-1668792 | Accounting | $16,850 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,739 | $72,607-16.3% | $90,749-33.1% | $66,914-9.2% |
| Participation rate | 24.1% | 73.7%-49.6pp | 75.7%-51.6pp | 69.8%-45.7pp |
| Annual return | -7.47% | -12.28%+4.8pp | -12.16%+4.7pp | 1.58%-9.1pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,921-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,552 | $3,977-61.0% | $4,564-66.0% | $4,237-63.4% |
| Admin fee / account holder | $285 | $707-59.6% | $8,445-96.6% | $593-51.9% |