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| Provider | Service type | Compensation |
|---|---|---|
PREISZ ASSOCIATES8 years Filed as: PREISZ FINANCIAL Service code 27 · EIN 93-1297546 | Advisory (Plan) | $38,090 |
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $33,381 |
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 | $96,496 | $59,006+63.5% | $97,197-0.7% | $74,429+29.6% |
| Participation rate | 84.9% | 63.7%+21.2pp | 72.7%+12.2pp | 67.2%+17.7pp |
| Annual return | 11.99% | 16.04%-4.1pp | 75.47%-63.5pp | 1368.38%-1356.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,723-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $4,125 | $3,671+12.4% | $4,263-3.3% | $4,348-5.1% |
| Admin fee / account holder | $204 | $1,974-89.7% | $5,637-96.4% | $1,944-89.5% |