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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $186,022 |
Filed as: ALLIANT RETIREMENT CONSULTING Service code 27 · EIN 33-0785439 | Advisory (Plan) | $56,978 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,382 | $122,259-81.7% | $147,005-84.8% | $199,768-88.8% |
| Participation rate | 96.2% | 78.3%+17.9pp | 82.2%+14.0pp | 72.0%+24.2pp |
| Annual return | 16.68% | 30.58%-13.9pp | 418.76%-402.1pp | 34.26%-17.6pp |
| Employer contribution / active EE | $1,812 | $4,097-55.8% | $4,934-63.3% | $3,037-40.3% |
| Participant deferral / active EE | $4,086 | $8,504-52.0% | $8,070-49.4% | $5,090-19.7% |
| Admin fee / account holder | $114 | $179-36.2% | $13,006-99.1% | $269-57.6% |