Filed January 29, 2020
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $43,668 |
PRECEPT ADVISORY GROUP1 year Filed as: PRECEPT ADVISORY GROUP, LLC Service code 27 · EIN 01-0944247 | Advisory (Plan) | $21,432 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,186 | $56,640-22.0% | $78,002-43.4% | $55,167-19.9% |
| Participation rate | 88.8% | 73.3%+15.5pp | 75.5%+13.3pp | 69.0%+19.8pp |
| Annual return | 9.06% | 2868.48%-2859.4pp | 425.99%-416.9pp | 169.23%-160.2pp |
| Employer contribution / active EE | $3,990 | $1,724+131.5% | $2,470+61.5% | $1,963+103.3% |
| Participant deferral / active EE | $3,462 | $2,778+24.6% | $3,497-1.0% | $3,054+13.3% |
| Admin fee / account holder | $215 | $467-53.9% | $5,481-96.1% | $504-57.3% |