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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $34,204 |
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 | $25,589 | $43,496-41.2% | $161,489-84.2% | $64,340-60.2% |
| Participation rate | 68.4% | 53.5%+14.9pp | 78.7%-10.3pp | 55.2%+13.2pp |
| Annual return | 9.91% | 20.76%-10.8pp | 89.72%-79.8pp | 24.14%-14.2pp |
| Employer contribution / active EE | $1,254 | $1,431-12.3% | $4,268-70.6% | $1,862-32.6% |
| Participant deferral / active EE | $1,149 | $1,996-42.4% | $5,630-79.6% | $2,980-61.4% |
| Admin fee / account holder | $431 | $2,330-81.5% | $16,006-97.3% | $3,703-88.4% |