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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $33,685 |
Filed as: ARTHUR J GALLAGHER & CO Service code 10 · EIN 13-3727333 | Accounting | $16,667 |
Filed as: GLASS & COMPANY Service code 10 · EIN 74-2587727 | Accounting | $8,006 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,233 | $70,667-26.1% | $123,105-57.6% | $52,331-0.2% |
| Participation rate | 61.5% | 83.7%-22.3pp | 86.8%-25.3pp | 68.1%-6.6pp |
| Annual return | 2.92% | 6.23%-3.3pp | 13.22%-10.3pp | 4.54%-1.6pp |
| Employer contribution / active EE | $1,888 | $2,946-35.9% | $5,151-63.3% | $1,882+0.4% |
| Participant deferral / active EE | $3,303 | $4,493-26.5% | $6,229-47.0% | $3,022+9.3% |
| Admin fee / account holder | $534 | $506+5.4% | $9,014-94.1% | $592-9.7% |