Filed June 8, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $36,085 |
GOLDMAN SACHS5 years Filed as: UNITED CAPITAL FINANCIAL ADVISERS Service code 27 · EIN 27-0493248 | Advisory (Plan) | $25,700 |
SIERRA OCEAN, LLC1 year Service code 27 · EIN 87-0912546 | Advisory (Plan) | $8,908 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,682 | $59,584-6.5% | $86,874-35.9% | $79,386-29.9% |
| Participation rate | 89.2% | 67.7%+21.6pp | 71.6%+17.6pp | 70.7%+18.5pp |
| Annual return | 14.54% | 23.15%-8.6pp | 63.52%-49.0pp | 116.85%-102.3pp |
| Employer contribution / active EE | $2,432 | $1,768+37.6% | $2,495-2.6% | $2,427+0.2% |
| Participant deferral / active EE | $3,948 | $3,036+30.0% | $3,699+6.7% | $4,046-2.4% |
| Admin fee / account holder | $296 | $604-51.0% | $5,828-94.9% | $626-52.8% |