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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Filed as: STANDCORP FINANCIAL CORP Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $22,589 |
WELLTH ADVISORY SERVICES LLC2 years Service code 27 · EIN 99-2539506 | Advisory (Plan) | $17,308 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,535 | $45,343-15.0% | $150,298-74.4% | $67,986-43.3% |
| Participation rate | 56.6% | 51.9%+4.7pp | 77.8%-21.2pp | 57.2%-0.7pp |
| Annual return | 15.36% | 33.28%-17.9pp | 62.79%-47.4pp | 31.67%-16.3pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $4,093 | $2,055+99.2% | $5,453-24.9% | $3,358+21.9% |
| Admin fee / account holder | $395 | $2,250-82.4% | $14,116-97.2% | $3,203-87.7% |