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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $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 | $43,496-3.0% | $161,489-73.9% | $64,340-34.4% |
| Participation rate | 52.8% | 53.5%-0.8pp | 78.7%-25.9pp | 55.2%-2.5pp |
| Annual return | 11.89% | 20.76%-8.9pp | 89.72%-77.8pp | 24.14%-12.3pp |
| Employer contribution / active EE | $1,243 | $1,431-13.1% | $4,268-70.9% | $1,862-33.2% |
| Participant deferral / active EE | $2,684 | $1,996+34.5% | $5,630-52.3% | $2,980-9.9% |
| Admin fee / account holder | $369 | $2,330-84.2% | $16,006-97.7% | $3,703-90.0% |