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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $48,632 |
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 | $135,523 | $52,967+155.9% | $172,753-21.6% | $65,186+107.9% |
| Participation rate | 85.0% | 66.2%+18.8pp | 82.6%+2.4pp | 70.2%+14.8pp |
| Annual return | 23.92% | 30.12%-6.2pp | 803.00%-779.1pp | 29.39%-5.5pp |
| Employer contribution / active EE | $14,979 | $2,190+583.9% | $5,144+191.2% | $2,177+588.1% |
| Participant deferral / active EE | $1,394 | $2,471-43.6% | $5,198-73.2% | $3,514-60.3% |
| Admin fee / account holder | $413 | $472-12.6% | $13,956-97.0% | $847-51.3% |