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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $47,042 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $28,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,088 | $99,957-10.9% | $149,730-40.5% | $73,493+21.2% |
| Participation rate | 80.9% | 75.7%+5.1pp | 82.5%-1.6pp | 70.7%+10.2pp |
| Annual return | 13.27% | 53.87%-40.6pp | 276.70%-263.4pp | 28.51%-15.2pp |
| Employer contribution / active EE | $1,090 | $3,191-65.8% | $4,645-76.5% | $2,270-52.0% |
| Participant deferral / active EE | $3,966 | $6,073-34.7% | $6,843-42.0% | $3,740+6.1% |
| Admin fee / account holder | $303 | $551-45.0% | $9,310-96.7% | $513-40.9% |