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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $27,267 |
TPG FINANCIAL ADVISORS, LLC5 years Service code 27 · EIN 20-5282002 | Advisory (Plan) | $19,349 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,292 | $77,677-22.4% | $109,173-44.8% | $79,391-24.1% |
| Participation rate | 23.8% | 67.8%-44.0pp | 75.9%-52.1pp | 70.7%-46.9pp |
| Annual return | 14.26% | 23.44%-9.2pp | 25.75%-11.5pp | 116.88%-102.6pp |
| Employer contribution / active EE | $907 | $2,798-67.6% | $3,723-75.6% | $2,428-62.6% |
| Participant deferral / active EE | $1,772 | $3,517-49.6% | $4,654-61.9% | $4,046-56.2% |
| Admin fee / account holder | $706 | $732-3.6% | $6,755-89.5% | $627+12.7% |