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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $17,189 |
Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $12,543 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,874 | $73,149-70.1% | $120,580-81.9% | $77,762-71.9% |
| Participation rate | 30.2% | 55.2%-25.0pp | 72.0%-41.8pp | 70.6%-40.4pp |
| Annual return | 15.70% | 18.24%-2.5pp | 107.48%-91.8pp | 31.27%-15.6pp |
| Employer contribution / active EE | $515 | $1,793-71.3% | $3,469-85.1% | $2,728-81.1% |
| Participant deferral / active EE | $1,097 | $3,006-63.5% | $4,995-78.0% | $4,651-76.4% |
| Admin fee / account holder | $236 | $660-64.2% | $9,418-97.5% | $433-45.5% |