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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $51,121 |
COMMONWEALTH FINANCIAL NETWORK7+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $15,186 |
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.)
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 | $35,905 | $46,325-22.5% | $143,788-75.0% | $64,814-44.6% |
| Participation rate | 46.7% | 64.2%-17.5pp | 80.3%-33.6pp | 71.5%-24.7pp |
| Annual return | -15.74% | -10.05%-5.7pp | -0.03%-15.7pp | 32.84%-48.6pp |
| Employer contribution / active EE | $387 | $1,911-79.7% | $4,952-92.2% | $2,507-84.6% |
| Participant deferral / active EE | $957 | $2,647-63.8% | $5,638-83.0% | $4,310-77.8% |
| Admin fee / account holder | $386 | $154+150.7% | $14,675-97.4% | $188+105.3% |