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| Provider | Service type | Compensation |
|---|---|---|
TRUTINA FINANCIAL1+ years Filed as: TRUTINA FINANCIAL LLC Service code 27 10811 MAIN ST · BELLEVUE, WA 98004 | Advisory (Plan) | $5,385 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 1 NEW YORK PLZ, 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $3,797 |
Filed as: PUTNAM INVESTMENTS Service code 64 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping Fees | $3,168 |
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $720 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,834 | $47,922-19.0% | $75,900-48.8% | $65,186-40.4% |
| Participation rate | 73.5% | 63.0%+10.5pp | 69.3%+4.2pp | 70.2%+3.3pp |
| Annual return | 14.43% | 24.12%-9.7pp | 30.73%-16.3pp | 29.39%-15.0pp |
| Employer contribution / active EE | $2,247 | $1,557+44.3% | $2,501-10.1% | $2,177+3.2% |
| Participant deferral / active EE | $1,866 | $2,550-26.8% | $3,604-48.2% | $3,514-46.9% |
| Admin fee / account holder | $195 | $532-63.3% | $5,421-96.4% | $847-77.0% |