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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $45,438 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $11,439 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 27 · EIN 47-0648506 | Advisory (Plan) | $3,751 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,347 | $47,105-1.6% | $68,368-32.2% | $67,986-31.8% |
| Participation rate | 63.8% | 51.8%+12.0pp | 73.8%-10.0pp | 57.2%+6.6pp |
| Annual return | 11.36% | 48.37%-37.0pp | 292.57%-281.2pp | 31.67%-20.3pp |
| Employer contribution / active EE | $472 | $1,859-74.6% | $2,649-82.2% | $2,019-76.6% |
| Participant deferral / active EE | $3,225 | $2,374+35.9% | $4,123-21.8% | $3,358-4.0% |
| Admin fee / account holder | $324 | $2,435-86.7% | $5,150-93.7% | $3,203-89.9% |