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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $12,782 |
Service code 27 · EIN 20-5282002 | Advisory (Plan) | $9,236 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,662 | $58,726-32.5% | $92,240-57.0% | $62,293-36.3% |
| Participation rate | 23.9% | 68.3%-44.4pp | 76.5%-52.5pp | 69.5%-45.6pp |
| Annual return | 15.93% | 43.62%-27.7pp | 176.29%-160.4pp | 28.90%-13.0pp |
| Employer contribution / active EE | $594 | $2,392-75.2% | $3,680-83.9% | $2,042-70.9% |
| Participant deferral / active EE | $1,299 | $2,766-53.0% | $3,897-66.7% | $3,169-59.0% |
| Admin fee / account holder | $380 | $556-31.8% | $5,194-92.7% | $479-20.8% |