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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $30,341 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA ADVISORY SERVICES,LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $19,829 |
Filed as: JPMORGAN FUNDS Service code 19 | Securities Custodian | $4,052 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,926 | $55,423-35.2% | $155,602-76.9% | $74,400-51.7% |
| Participation rate | 54.5% | 61.9%-7.3pp | 78.2%-23.7pp | 67.2%-12.7pp |
| Annual return | 14.55% | 269.07%-254.5pp | 64.81%-50.3pp | 1367.51%-1353.0pp |
| Employer contribution / active EE | $1,034 | $2,266-54.4% | $4,675-77.9% | $2,624-60.6% |
| Participant deferral / active EE | $2,215 | $2,835-21.9% | $5,629-60.6% | $4,348-49.1% |
| Admin fee / account holder | $351 | $1,744-79.9% | $15,923-97.8% | $1,944-81.9% |