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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Claims proc... | $45,140 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $11,153 |
PENSION PLAN SPECIALISTS, PC2 years Service code 70 · EIN 26-1570786 | Consulting Fees | $6,897 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,094 | $45,382-75.6% | $154,114-92.8% | $75,289-85.3% |
| Participation rate | 11.3% | 65.9%-54.6pp | 83.0%-71.7pp | 72.4%-61.1pp |
| Annual return | -5.13% | -0.47%-4.7pp | 735.16%-740.3pp | -0.04%-5.1pp |
| Employer contribution / active EE | $99 | $1,533-93.5% | $5,298-98.1% | $2,405-95.9% |
| Participant deferral / active EE | $323 | $2,384-86.4% | $5,081-93.6% | $3,739-91.4% |
| Admin fee / account holder | $150 | $89+67.6% | $13,411-98.9% | $102+46.4% |