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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $55,423 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $36,726 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,002 | $102,553+16.0% | $151,611-21.5% | $66,914+77.8% |
| Participation rate | 68.4% | 85.5%-17.2pp | 87.5%-19.1pp | 69.8%-1.4pp |
| Annual return | -18.58% | -10.82%-7.8pp | 3.33%-21.9pp | 1.58%-20.2pp |
| Employer contribution / active EE | $0 | $4,180-100.0% | $6,166-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $13,776 | $6,641+107.4% | $8,363+64.7% | $4,237+225.1% |
| Admin fee / account holder | $595 | $630-5.6% | $11,616-94.9% | $593+0.2% |