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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $40,937 |
Filed as: MUKAI, GREENLEE & COMPANY, PC Service code 10 · EIN 86-0695371 | Accounting | $20,518 |
FIDUCIARY WISE, LLC1 year Filed as: FIDUCIARY WISE LLC Service code 27 · EIN 81-3799174 | Advisory (Plan) | $19,081 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,911 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $19,961 | $60,545-67.0% | $92,240-78.4% | $69,631-71.3% |
| Participation rate | 79.4% | 72.2%+7.3pp | 76.5%+3.0pp | 70.7%+8.8pp |
| Annual return | 15.85% | 19.71%-3.9pp | 176.29%-160.4pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $398 | $2,633-84.9% | $3,680-89.2% | $2,032-80.4% |
| Participant deferral / active EE | $1,917 | $2,828-32.2% | $3,897-50.8% | $3,224-40.5% |
| Admin fee / account holder | $204 | $145+40.7% | $5,194-96.1% | $110+84.5% |