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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $14,367 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $11,022 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,210 | $55,446-49.1% | $155,574-81.9% | $74,429-62.1% |
| Participation rate | 36.2% | 61.9%-25.7pp | 78.2%-42.0pp | 67.2%-31.0pp |
| Annual return | 9.50% | 269.20%-259.7pp | 64.87%-55.4pp | 1368.38%-1358.9pp |
| Employer contribution / active EE | $429 | $2,266-81.1% | $4,676-90.8% | $2,625-83.7% |
| Participant deferral / active EE | $988 | $2,836-65.2% | $5,629-82.4% | $4,348-77.3% |
| Admin fee / account holder | $343 | $1,743-80.3% | $15,914-97.8% | $1,944-82.4% |