Filed January 29, 2020
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $44,500 |
PRECEPT ADVISORY GROUP2 years Filed as: PRECEPT ADVISORY GROUP, LLC Service code 27 · EIN 95-3594541 | Advisory (Plan) | $16,990 |
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 | $41,975 | $63,314-33.7% | $91,004-53.9% | $62,293-32.6% |
| Participation rate | 92.6% | 73.3%+19.2pp | 75.6%+17.0pp | 69.5%+23.0pp |
| Annual return | 13.51% | 21.00%-7.5pp | 4.60%+8.9pp | 28.90%-15.4pp |
| Employer contribution / active EE | $4,666 | $1,807+158.2% | $2,456+90.0% | $2,042+128.5% |
| Participant deferral / active EE | $3,930 | $2,944+33.5% | $3,548+10.8% | $3,169+24.0% |
| Admin fee / account holder | $199 | $468-57.4% | $5,417-96.3% | $479-58.4% |