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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $118,330 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $97,102 | $57,921+67.6% | $84,753+14.6% | $57,658+68.4% |
| Participation rate | 89.7% | 72.9%+16.7pp | 76.6%+13.1pp | 70.2%+19.5pp |
| Annual return | 3.69% | 10.24%-6.5pp | 22.78%-19.1pp | 5.13%-1.4pp |
| Employer contribution / active EE | $7,214 | $2,598+177.6% | $3,574+101.8% | $1,974+265.5% |
| Participant deferral / active EE | $5,110 | $2,742+86.3% | $3,712+37.7% | $3,061+67.0% |
| Admin fee / account holder | $376 | $130+190.1% | $5,333-92.9% | $95+298.0% |