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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 | Claims processing; Direct payment fro... | $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 | $49,468+40.7% | $150,298-53.7% | $103,975-33.1% |
| Participation rate | 26.0% | 58.1%-32.1pp | 77.8%-51.8pp | 72.5%-46.5pp |
| Annual return | 4.76% | 38.98%-34.2pp | 62.79%-58.0pp | 19.41%-14.7pp |
| Employer contribution / active EE | $961 | $1,670-42.5% | $4,154-76.9% | $3,722-74.2% |
| Participant deferral / active EE | $1,544 | $2,650-41.7% | $5,453-71.7% | $5,343-71.1% |
| Admin fee / account holder | $196 | $385-49.1% | $14,116-98.6% | $332-41.1% |