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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASSUREDPARTNERS INVESTMENT ADVISORS Service code 27 · EIN 45-2712335 | Advisory (Plan) | $22,548 |
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $17,929 |
Service code 27 · EIN 91-1802259 | Advisory (Plan) | $16,949 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,914 | $89,093-48.5% | $102,434-55.2% | $77,736-40.9% |
| Participation rate | 57.3% | 80.9%-23.7pp | 76.5%-19.2pp | 70.6%-13.3pp |
| Annual return | 29.26% | 25.03%+4.2pp | 29.46%-0.2pp | 31.26%-2.0pp |
| Employer contribution / active EE | $0 | $2,699-100.0% | $3,023-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $8,780 | $5,147+70.6% | $5,055+73.7% | $4,651+88.8% |
| Admin fee / account holder | $240 | $236+1.6% | $9,462-97.5% | $433-44.7% |