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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $30,436 |
Service code 27 · EIN 04-3626312 | Advisory (Plan) | $21,268 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,100 | $58,895-18.3% | $178,503-73.1% | $73,497-34.6% |
| Participation rate | 75.9% | 66.2%+9.7pp | 81.9%-6.0pp | 70.7%+5.3pp |
| Annual return | 16.53% | 24.86%-8.3pp | 151.12%-134.6pp | 28.51%-12.0pp |
| Employer contribution / active EE | $1,181 | $2,236-47.2% | $5,011-76.4% | $2,270-48.0% |
| Participant deferral / active EE | $3,549 | $2,567+38.3% | $5,202-31.8% | $3,740-5.1% |
| Admin fee / account holder | $350 | $400-12.6% | $13,987-97.5% | $513-31.8% |