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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $42,166 |
KLICHS LLP1 year Service code 10 · EIN 46-2608003 | Accounting | $6,000 |
Filed as: PRIME CAPITOL INVESTMENT Service code 27 · EIN 82-1364595 | Advisory (Plan) | $5,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,074 | $29,546-79.4% | $56,441-89.2% | $77,671-92.2% |
| Participation rate | 88.7% | 32.7%+56.0pp | 52.5%+36.2pp | 70.6%+18.1pp |
| Annual return | 18.92% | 19.01%-0.1pp | 1704.21%-1685.3pp | 31.21%-12.3pp |
| Employer contribution / active EE | $1,104 | $568+94.3% | $1,039+6.2% | $2,726-59.5% |
| Participant deferral / active EE | $2,781 | $1,061+162.1% | $1,953+42.4% | $4,648-40.2% |
| Admin fee / account holder | $40 | $1,046-96.2% | $2,829-98.6% | $430-90.8% |