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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $46,567 |
SENSIBA SAN FILIPPO LLP2 years Filed as: SENSIBA LLP Service code 10 · EIN 94-2370906 | Accounting | $16,650 |
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.
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 | $77,706 | $102,429-24.1% | $147,096-47.2% | $80,925-4.0% |
| Participation rate | 41.3% | 75.9%-34.6pp | 82.2%-40.9pp | 67.7%-26.4pp |
| Annual return | 13.35% | 135.02%-121.7pp | 419.75%-406.4pp | 35.65%-22.3pp |
| Employer contribution / active EE | $8,488 | $3,716+128.4% | $4,936+72.0% | $2,756+207.9% |
| Participant deferral / active EE | $1,461 | $6,649-78.0% | $8,071-81.9% | $4,299-66.0% |
| Admin fee / account holder | $190 | $7,957-97.6% | $13,005-98.5% | $6,940-97.3% |