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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $46,413 |
Filed as: CONSOLIDATED FINANCIAL MANAGEMENT G Service code 27 · EIN 31-1612116 | Advisory (Plan) | $44,471 |
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 | $176,827 | $121,341+45.7% | $189,520-6.7% | $79,393+122.7% |
| Participation rate | 91.8% | 86.1%+5.7pp | 87.8%+4.0pp | 70.7%+21.1pp |
| Annual return | 16.83% | 21.08%-4.2pp | 555.25%-538.4pp | 116.87%-100.0pp |
| Employer contribution / active EE | $2,805 | $3,915-28.4% | $6,161-54.5% | $2,428+15.5% |
| Participant deferral / active EE | $11,033 | $6,395+72.5% | $8,220+34.2% | $4,046+172.7% |
| Admin fee / account holder | $481 | $651-26.2% | $12,046-96.0% | $627-23.3% |