Filed August 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Claims proc... | $11,702 |
PENSIONMARK FINANCIAL GROUP LLC1+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $6,992 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,109 | $37,196-80.9% | $154,108-95.4% | $55,725-87.2% |
| Participation rate | 56.6% | 64.1%-7.5pp | 83.0%-26.4pp | 70.9%-14.3pp |
| Annual return | -3.03% | 1319.68%-1322.7pp | 735.21%-738.2pp | 244.93%-248.0pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $708 | $2,068-65.8% | $5,081-86.1% | $3,356-78.9% |
| Admin fee / account holder | $30 | $102-70.8% | $13,411-99.8% | $115-74.3% |