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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $21,728 |
DAVINCI CAPITAL MANAGEMENT4 years Filed as: DAVINCI CAPITAL MANAGEMENT, INC. Service code 27 · EIN 04-2530412 | Advisory (Plan) | $19,545 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $9,971 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $2,162 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,998 | $49,471-5.0% | $79,583-40.9% | $66,949-29.8% |
| Participation rate | 48.7% | 61.4%-12.7pp | 69.5%-20.8pp | 69.8%-21.2pp |
| Annual return | -21.13% | 84.30%-105.4pp | 0.16%-21.3pp | 1.57%-22.7pp |
| Employer contribution / active EE | $340 | $1,266-73.2% | $2,414-85.9% | $2,545-86.6% |
| Participant deferral / active EE | $3,057 | $3,160-3.3% | $3,986-23.3% | $4,239-27.9% |
| Admin fee / account holder | $530 | $595-10.9% | $6,835-92.2% | $594-10.7% |