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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $46,479 |
PENNIALL & ASSOCIATES, INC.3+ years Service code 27 · EIN 26-3139096 | Advisory (Plan) | $25,386 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $14,252 |
STANDARD RETIREMENT SERVICES3+ years Service code 19 | Securities Custodian | $12,107 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $51,158 | $53,925-5.1% | $75,670-32.4% | $69,631-26.5% |
| Participation rate | 48.3% | 71.2%-22.9pp | 72.3%-24.1pp | 70.7%-22.4pp |
| Annual return | 18.96% | 17.84%+1.1pp | 27.34%-8.4pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $1,111 | $1,802-38.3% | $2,352-52.7% | $2,032-45.3% |
| Participant deferral / active EE | $1,788 | $2,569-30.4% | $3,142-43.1% | $3,224-44.5% |
| Admin fee / account holder | $259 | $97+167.1% | $5,800-95.5% | $110+134.9% |