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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $43,798 |
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $24,868 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $162,136-100.0% | $152,301-100.0% | $154,746-100.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.50% | 91.02%-81.5pp | 80.50%-71.0pp | 172.34%-162.8pp |
| Employer contribution / active EE | $129 | $4,890-97.4% | $4,624-97.2% | $4,379-97.1% |
| Participant deferral / active EE | $82,535 | $8,341+889.5% | $8,004+931.2% | $6,730+1126.3% |
| Admin fee / account holder | $15,978 | $15,759+1.4% | $14,398+11.0% | $14,365+11.2% |