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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 | Recordkeeping and information managem... | $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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,608 | $57,610+20.8% | $154,803-55.0% | $102,872-32.3% |
| Participation rate | 26.0% | 59.5%-33.5pp | 78.1%-52.1pp | 73.0%-47.0pp |
| Annual return | 4.76% | 30.49%-25.7pp | 58.88%-54.1pp | 19.06%-14.3pp |
| Employer contribution / active EE | $961 | $1,883-49.0% | $4,305-77.7% | $3,526-72.8% |
| Participant deferral / active EE | $1,544 | $2,914-47.0% | $5,540-72.1% | $5,535-72.1% |
| Admin fee / account holder | $196 | $368-46.8% | $14,329-98.6% | $292-33.0% |