Filed April 28, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $68,843 |
USI CONSULTING GROUP2+ years Filed as: USI ADVISORS, INC Service code 27 · EIN 75-3222447 | Advisory (Plan) | $40,190 |
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).
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 | $23,878 | $36,916-35.3% | $156,551-84.7% | $57,658-58.6% |
| Participation rate | 68.5% | 63.4%+5.1pp | 84.0%-15.5pp | 70.2%-1.7pp |
| Annual return | 8.23% | 12.38%-4.2pp | 32.23%-24.0pp | 5.13%+3.1pp |
| Employer contribution / active EE | $1,197 | $1,571-23.8% | $5,501-78.2% | $1,974-39.4% |
| Participant deferral / active EE | $2,836 | $1,926+47.3% | $4,871-41.8% | $3,061-7.3% |
| Admin fee / account holder | $120 | $82+46.0% | $13,028-99.1% | $95+27.4% |