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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS2+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $0 |
STANCORP FINANCIAL GROUP2+ years Service code 10 · EIN 93-1253576 | Accounting | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,029 | $55,453+123.7% | $170,435-27.2% | $62,293+99.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.85% | 21.38%-8.5pp | 205.94%-193.1pp | 28.90%-16.0pp |
| Employer contribution / active EE | $7,710 | $2,164+256.4% | $5,432+41.9% | $2,042+277.5% |
| Participant deferral / active EE | $3,748 | $2,303+62.8% | $4,939-24.1% | $3,169+18.3% |
| Admin fee / account holder | $383 | $455-15.8% | $13,881-97.2% | $479-20.1% |