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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $35,776 |
Service code 27 · EIN 04-3626312 | Advisory (Plan) | $28,546 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,416 | $65,092-39.4% | $143,799-72.6% | $66,938-41.1% |
| Participation rate | 82.3% | 65.2%+17.1pp | 80.3%+2.0pp | 69.8%+12.5pp |
| Annual return | -17.37% | -11.14%-6.2pp | -0.04%-17.3pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,197 | $2,362-49.3% | $4,952-75.8% | $2,545-53.0% |
| Participant deferral / active EE | $4,564 | $2,920+56.3% | $5,638-19.1% | $4,238+7.7% |
| Admin fee / account holder | $325 | $502-35.2% | $14,677-97.8% | $594-45.2% |