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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $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 | $41,016+2.9% | $152,093-72.3% | $64,097-34.2% |
| Participation rate | 52.8% | 51.3%+1.4pp | 77.8%-25.0pp | 55.2%-2.4pp |
| Annual return | 11.89% | 39.60%-27.7pp | 66.36%-54.5pp | 34.64%-22.8pp |
| Employer contribution / active EE | $1,243 | $1,342-7.4% | $4,175-70.2% | $1,891-34.3% |
| Participant deferral / active EE | $2,684 | $1,927+39.2% | $5,451-50.8% | $3,080-12.9% |
| Admin fee / account holder | $369 | $2,305-84.0% | $14,497-97.5% | $3,454-89.3% |