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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253756 | Custodial (other than securities); Di... | $45,792 |
PATRICK & BUZARELLOS1 year Filed as: PATRICK & BUZARELLOS CPA, LLP Service code 10 · EIN 68-0197298 | Accounting | $15,000 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,019 | $55,449+49.7% | $83,830-1.0% | $56,287+47.5% |
| Participation rate | 39.1% | 68.0%-28.9pp | 76.1%-37.1pp | 69.9%-30.8pp |
| Annual return | -8.50% | -1.38%-7.1pp | 850.97%-859.5pp | -9.96%+1.5pp |
| Employer contribution / active EE | $530 | $2,430-78.2% | $3,631-85.4% | $2,111-74.9% |
| Participant deferral / active EE | $1,915 | $2,935-34.8% | $4,082-53.1% | $3,350-42.8% |
| Admin fee / account holder | $169 | $656-74.3% | $5,479-96.9% | $521-67.6% |