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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,281 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $5,867 |
Filed as: CETERA ADVISORS LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $3,322 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,714 | $47,977-29.7% | $154,108-78.1% | $56,289-40.1% |
| Participation rate | 59.2% | 66.2%-7.0pp | 83.0%-23.9pp | 69.9%-10.7pp |
| Annual return | -4.84% | 3.54%-8.4pp | 735.21%-740.0pp | -9.96%+5.1pp |
| Employer contribution / active EE | $210 | $2,169-90.3% | $5,298-96.0% | $2,111-90.0% |
| Participant deferral / active EE | $3,073 | $2,392+28.5% | $5,081-39.5% | $3,350-8.3% |
| Admin fee / account holder | $76 | $438-82.6% | $13,411-99.4% | $521-85.3% |