Filed August 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $47,094 |
PENSIONMARK FINANCIAL GROUP LLC5+ 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 | $9,715 | $46,332-79.0% | $143,799-93.2% | $64,819-85.0% |
| Participation rate | 69.3% | 64.2%+5.0pp | 80.3%-11.1pp | 71.5%-2.2pp |
| Annual return | -15.10% | -10.05%-5.0pp | -0.04%-15.1pp | 32.84%-47.9pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,264 | $2,647-52.2% | $5,638-77.6% | $4,311-70.7% |
| Admin fee / account holder | $79 | $154-48.8% | $14,677-99.5% | $188-58.1% |