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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Su... | $48,589 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $22,373 |
FIDUCIARY WISE, LLC2 years Filed as: FIDUCIARY WISE LLC Service code 27 · EIN 81-3799174 | Advisory (Plan) | $14,500 |
MUKAI, GREENLEE & COMPANY PC2 years Filed as: MUKAI, GREENLEE & COMPANY, PC Service code 10 · EIN 86-0695371 | Accounting | $8,808 |
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 | $19,937 | $56,443-64.7% | $83,830-76.2% | $55,725-64.2% |
| Participation rate | 72.2% | 72.0%+0.1pp | 76.1%-4.0pp | 70.9%+1.3pp |
| Annual return | -5.39% | 393.67%-399.1pp | 850.97%-856.4pp | 244.93%-250.3pp |
| Employer contribution / active EE | $401 | $2,682-85.1% | $3,631-89.0% | $2,078-80.7% |
| Participant deferral / active EE | $1,987 | $2,965-33.0% | $4,082-51.3% | $3,356-40.8% |
| Admin fee / account holder | $193 | $156+23.6% | $5,479-96.5% | $115+67.7% |