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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Sub-transfer agenc... | $44,687 |
Filed as: JOCELYN INVESTMENT MANAGEMENT LLC Service code 27 · EIN 26-0674586 | Advisory (Plan) | $7,197 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $2,154 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,775 | $25,302+45.3% | $74,701-50.8% | $67,579-45.6% |
| Participation rate | 28.5% | 37.8%-9.4pp | 54.5%-26.0pp | 71.3%-42.8pp |
| Annual return | 18.69% | 10291.17%-10272.5pp | 752.92%-734.2pp | 378.56%-359.9pp |
| Employer contribution / active EE | $467 | $446+4.7% | $1,084-56.9% | $2,148-78.2% |
| Participant deferral / active EE | $1,265 | $954+32.6% | $1,964-35.6% | $3,539-64.3% |
| Admin fee / account holder | $253 | $108+135.3% | $3,333-92.4% | $142+78.0% |