Filed September 12, 2024
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $26,027 |
Filed as: HUB INTERNATIONAL INSURANCE SERVICE Service code 27 · EIN 33-0315047 | Advisory (Plan) | $6,658 |
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 | $4,579 | $37,213-87.7% | $156,549-97.1% | $63,975-92.8% |
| Participation rate | 90.4% | 65.0%+25.4pp | 84.0%+6.4pp | 71.1%+19.3pp |
| Annual return | 26.78% | 47.89%-21.1pp | 32.23%-5.4pp | 48.65%-21.9pp |
| Employer contribution / active EE | $665 | $1,357-51.0% | $5,501-87.9% | $2,182-69.5% |
| Participant deferral / active EE | $1,905 | $2,070-8.0% | $4,871-60.9% | $3,356-43.2% |
| Admin fee / account holder | $22 | $56-61.3% | $13,027-99.8% | $70-69.1% |