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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $24,124 |
Service code 27 · EIN 04-3626312 | Advisory (Plan) | $15,022 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $38,313 | $55,453-30.9% | $170,435-77.5% | $62,293-38.5% |
| Participation rate | 86.5% | 66.4%+20.1pp | 83.6%+2.9pp | 69.5%+17.0pp |
| Annual return | 16.74% | 21.38%-4.6pp | 205.94%-189.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $1,332 | $2,164-38.4% | $5,432-75.5% | $2,042-34.8% |
| Participant deferral / active EE | $3,817 | $2,303+65.7% | $4,939-22.7% | $3,169+20.4% |
| Admin fee / account holder | $329 | $455-27.7% | $13,881-97.6% | $479-31.4% |