Filed August 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $24,411 |
PENSIONMARK FINANCIAL GROUP LLC2+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $11,495 |
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 | $8,295 | $62,928-86.8% | $172,753-95.2% | $67,582-87.7% |
| Participation rate | 61.7% | 64.5%-2.8pp | 82.6%-21.0pp | 71.3%-9.6pp |
| Annual return | 19.15% | 30.36%-11.2pp | 803.00%-783.9pp | 378.57%-359.4pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $819 | $2,145-61.8% | $5,198-84.2% | $3,539-76.9% |
| Admin fee / account holder | $60 | $167-63.7% | $13,956-99.6% | $142-57.5% |