Filed August 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $28,837 |
PENSIONMARK FINANCIAL GROUP LLC3+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $11,503 |
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 | $9,644 | $52,293-81.6% | $178,503-94.6% | $73,412-86.9% |
| Participation rate | 62.9% | 65.3%-2.4pp | 81.9%-19.0pp | 72.2%-9.3pp |
| Annual return | 15.38% | 34.75%-19.4pp | 151.12%-135.7pp | 59.30%-43.9pp |
| Employer contribution / active EE | $0 | $1,736-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $909 | $2,333-61.0% | $5,202-82.5% | $3,806-76.1% |
| Admin fee / account holder | $57 | $127-55.3% | $13,987-99.6% | $158-63.9% |