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| Provider | Service type | Compensation |
|---|---|---|
TPG FINANCIAL ADVISORS, LLC2 years Service code 27 · EIN 20-5282002 | Advisory (Plan) | $94,090 |
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $89,835 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,608 | $36,773+89.3% | $189,758-63.3% | $85,660-18.7% |
| Participation rate | 26.0% | 63.3%-37.3pp | 79.8%-53.8pp | 74.8%-48.8pp |
| Annual return | 4.76% | 55.47%-50.7pp | 52.62%-47.9pp | 19.52%-14.8pp |
| Employer contribution / active EE | $961 | $1,536-37.5% | $4,767-79.8% | $4,199-77.1% |
| Participant deferral / active EE | $1,544 | $1,800-14.2% | $5,856-73.6% | $3,518-56.1% |
| Admin fee / account holder | $196 | $132+48.8% | $20,388-99.0% | $224-12.6% |