Filed July 30, 2019
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $47,161 |
WOODBURY FINANCIAL SERVICES5 years Filed as: WOODBURY FINANCIAL SERVICES, INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $20,963 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,473 | $47,135-48.1% | $149,717-83.7% | $74,440-67.1% |
| Participation rate | 31.7% | 63.4%-31.7pp | 78.8%-47.1pp | 70.7%-39.1pp |
| Annual return | 20.25% | 22.75%-2.5pp | 134.41%-114.2pp | 34.37%-14.1pp |
| Employer contribution / active EE | $593 | $1,906-68.9% | $4,820-87.7% | $2,638-77.5% |
| Participant deferral / active EE | $1,875 | $2,728-31.3% | $5,682-67.0% | $4,529-58.6% |
| Admin fee / account holder | $277 | $343-19.3% | $13,213-97.9% | $348-20.5% |