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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $41,290 |
PENNIALL & ASSOCIATES, INC.2+ years Service code 27 · EIN 26-3139096 | Advisory (Plan) | $32,077 |
STANDARD RETIREMENT SERVICES2+ years Service code 19 | Securities Custodian | $13,432 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,612 | $50,106-18.9% | $69,779-41.8% | $57,658-29.6% |
| Participation rate | 48.8% | 70.9%-22.0pp | 71.8%-23.0pp | 70.2%-21.4pp |
| Annual return | 5.53% | 14.58%-9.0pp | 12.99%-7.5pp | 5.13%+0.4pp |
| Employer contribution / active EE | $1,072 | $1,739-38.4% | $2,338-54.2% | $1,974-45.7% |
| Participant deferral / active EE | $1,677 | $2,486-32.5% | $2,931-42.8% | $3,061-45.2% |
| Admin fee / account holder | $230 | $89+157.9% | $4,381-94.8% | $95+143.3% |