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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $28,043 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,169 |
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.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,303 | $55,449-70.6% | $83,848-80.6% | $56,287-71.0% |
| Participation rate | 59.0% | 68.0%-9.0pp | 76.1%-17.2pp | 69.9%-10.9pp |
| Annual return | -1.54% | -1.38%-0.2pp | 850.88%-852.4pp | -9.96%+8.4pp |
| Employer contribution / active EE | $120 | $2,430-95.1% | $3,631-96.7% | $2,111-94.3% |
| Participant deferral / active EE | $1,369 | $2,935-53.4% | $4,082-66.5% | $3,350-59.1% |
| Admin fee / account holder | $214 | $656-67.5% | $5,478-96.1% | $521-59.0% |