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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $27,858 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $23,429 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $89,015 | $85,766+3.8% | $136,298-34.7% | $70,126+26.9% |
| Participation rate | 79.5% | 74.2%+5.3pp | 81.9%-2.4pp | 69.5%+9.9pp |
| Annual return | 18.29% | 31.46%-13.2pp | 5156.27%-5138.0pp | 73.15%-54.9pp |
| Employer contribution / active EE | $2,035 | $2,966-31.4% | $4,696-56.7% | $2,343-13.1% |
| Participant deferral / active EE | $7,521 | $5,051+48.9% | $6,247+20.4% | $3,332+125.7% |
| Admin fee / account holder | $249 | $5,421-95.4% | $9,244-97.3% | $4,645-94.6% |