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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,192 | $49,915-15.5% | $154,803-72.7% | $74,304-43.2% |
| Participation rate | 52.8% | 54.0%-1.2pp | 78.1%-25.3pp | 60.3%-7.6pp |
| Annual return | 11.89% | 34.06%-22.2pp | 58.88%-47.0pp | 29.43%-17.5pp |
| Employer contribution / active EE | $1,243 | $1,611-22.9% | $4,305-71.1% | $2,241-44.5% |
| Participant deferral / active EE | $2,684 | $2,255+19.0% | $5,540-51.6% | $3,767-28.8% |
| Admin fee / account holder | $369 | $2,189-83.2% | $14,329-97.4% | $2,969-87.6% |