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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $78,015 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 | Advisory (Plan) | $34,012 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $19,808 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,004 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,097 | $26,906-43.9% | $61,452-75.4% | $77,906-80.6% |
| Participation rate | 21.6% | 33.4%-11.8pp | 52.6%-30.9pp | 73.7%-52.1pp |
| Annual return | -15.75% | -14.46%-1.3pp | 338.96%-354.7pp | 12.16%-27.9pp |
| Employer contribution / active EE | $462 | $521-11.3% | $1,160-60.2% | $2,846-83.8% |
| Participant deferral / active EE | $727 | $1,180-38.4% | $2,125-65.8% | $4,805-84.9% |
| Admin fee / account holder | $152 | $117+30.2% | $2,131-92.9% | $133+14.9% |