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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $27,045 |
Service code 27 · EIN 04-3626312 | Advisory (Plan) | $18,973 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,148 | $47,977-20.5% | $154,108-75.2% | $56,289-32.2% |
| Participation rate | 86.4% | 66.2%+20.2pp | 83.0%+3.4pp | 69.9%+16.6pp |
| Annual return | -6.80% | 3.54%-10.3pp | 735.21%-742.0pp | -9.96%+3.2pp |
| Employer contribution / active EE | $1,466 | $2,169-32.4% | $5,298-72.3% | $2,111-30.6% |
| Participant deferral / active EE | $4,396 | $2,392+83.8% | $5,081-13.5% | $3,350+31.2% |
| Admin fee / account holder | $371 | $438-15.3% | $13,411-97.2% | $521-28.8% |