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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $36,214 |
DAVINCI CAPITAL MANAGEMENT2 years Filed as: DAVINCI CAPITAL MANAGEMENT, INC. Service code 27 · EIN 01-0522492 | Advisory (Plan) | $30,974 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,162 | $56,972-3.2% | $182,532-69.8% | $65,185-15.4% |
| Participation rate | 79.4% | 66.5%+12.8pp | 78.0%+1.4pp | 70.2%+9.2pp |
| Annual return | 17.90% | 27.67%-9.8pp | 148.54%-130.6pp | 29.38%-11.5pp |
| Employer contribution / active EE | $1,902 | $1,615+17.8% | $4,076-53.3% | $2,177-12.6% |
| Participant deferral / active EE | $4,653 | $3,526+32.0% | $5,524-15.8% | $3,514+32.4% |
| Admin fee / account holder | $328 | $528-37.9% | $8,592-96.2% | $847-61.3% |