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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $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 | $29,569-79.5% | $56,077-89.2% | $77,714-92.2% |
| Participation rate | 88.7% | 32.6%+56.1pp | 52.5%+36.2pp | 70.6%+18.1pp |
| Annual return | 18.92% | 18.90%0pp | 1709.28%-1690.4pp | 31.26%-12.3pp |
| Employer contribution / active EE | $1,104 | $569+94.1% | $1,040+6.1% | $2,727-59.5% |
| Participant deferral / active EE | $2,781 | $1,061+162.2% | $1,954+42.3% | $4,649-40.2% |
| Admin fee / account holder | $40 | $1,042-96.2% | $2,825-98.6% | $433-90.8% |