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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $16,881 |
PETERSON SULLIVAN LLP1 year Service code 10 · EIN 91-0605875 | Accounting | $15,500 |
TPG FINANCIAL ADVISORS, LLC2 years Service code 27 · EIN 20-5282002 | Advisory (Plan) | $11,639 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,506 | $55,449-25.1% | $83,831-50.5% | $56,289-26.3% |
| Participation rate | 27.0% | 68.0%-41.0pp | 76.1%-49.1pp | 69.9%-42.8pp |
| Annual return | -7.95% | -1.38%-6.6pp | 850.99%-858.9pp | -9.96%+2.0pp |
| Employer contribution / active EE | $878 | $2,430-63.9% | $3,631-75.8% | $2,111-58.4% |
| Participant deferral / active EE | $1,791 | $2,935-39.0% | $4,082-56.1% | $3,350-46.5% |
| Admin fee / account holder | $800 | $656+22.0% | $5,479-85.4% | $521+53.6% |