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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $35,833 |
KESTRA INVESTMENT SERVICES LLC3+ years Filed as: KESTRA ADVISORY SERVICES,LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $21,390 |
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.)
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 | $42,192 | $46,688-9.6% | $189,758-77.8% | $69,733-39.5% |
| Participation rate | 52.8% | 61.7%-8.9pp | 79.8%-27.0pp | 62.5%-9.7pp |
| Annual return | 11.89% | 14.35%-2.5pp | 52.62%-40.7pp | 15.22%-3.3pp |
| Employer contribution / active EE | $1,243 | $1,695-26.7% | $4,767-73.9% | $2,250-44.8% |
| Participant deferral / active EE | $2,684 | $2,143+25.3% | $5,856-54.2% | $3,054-12.1% |
| Admin fee / account holder | $369 | $1,700-78.3% | $20,388-98.2% | $3,102-88.1% |