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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Filed as: STANDCORP FINANCIAL CORP Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $20,552 |
Service code 27 · EIN 83-2675381 | Advisory (Plan) | $11,110 |
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $4,247 |
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 | $42,526 | $55,470-23.3% | $155,556-72.7% | $74,478-42.9% |
| Participation rate | 59.0% | 61.9%-2.9pp | 78.2%-19.2pp | 67.2%-8.2pp |
| Annual return | 10.83% | 269.80%-259.0pp | 64.84%-54.0pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,889 | $2,838+72.3% | $5,631-13.2% | $4,350+12.4% |
| Admin fee / account holder | $422 | $1,744-75.8% | $15,885-97.3% | $1,946-78.3% |