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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $56,672 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $106,227 | $47,977+121.4% | $154,108-31.1% | $56,289+88.7% |
| Participation rate | 78.6% | 66.2%+12.4pp | 83.0%-4.5pp | 69.9%+8.7pp |
| Annual return | -3.89% | 3.54%-7.4pp | 735.21%-739.1pp | -9.96%+6.1pp |
| Employer contribution / active EE | $11,287 | $2,169+420.5% | $5,298+113.1% | $2,111+434.6% |
| Participant deferral / active EE | $1,148 | $2,392-52.0% | $5,081-77.4% | $3,350-65.7% |
| Admin fee / account holder | $369 | $438-15.8% | $13,411-97.2% | $521-29.1% |