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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $4,884 |
Service code 70 · EIN 91-1072394 | Consulting Fees | $1,261 |
EPIQWEST CULVER WEALTH ADVISORS LLC1 year Filed as: EPIQWEST CULVER WEALTH ADVISORS, LL Service code 70 · EIN 84-4906623 | Consulting Fees | $0 |
Service code 70 · EIN 20-8874282 | Consulting Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,928 | $82,202-52.6% | $125,339-68.9% | $64,808-39.9% |
| Participation rate | 58.5% | 77.9%-19.3pp | 82.4%-23.8pp | 71.5%-12.9pp |
| Annual return | 41.64% | 3.48%+38.2pp | 572.05%-530.4pp | 32.82%+8.8pp |
| Employer contribution / active EE | $2,502 | $3,615-30.8% | $4,814-48.0% | $2,506-0.2% |
| Participant deferral / active EE | $4,863 | $7,175-32.2% | $7,446-34.7% | $4,310+12.8% |
| Admin fee / account holder | $129 | $163-21.2% | $10,010-98.7% | $188-31.5% |