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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $50,628 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $22,955 |
BAUM, SMITH & CLEMENS, LLP10+ years Service code 10 · EIN 23-2315910 | Accounting | $13,099 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $10,528 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,526 | $67,638-15.0% | $133,346-56.9% | $69,733-17.5% |
| Participation rate | 73.0% | 54.3%+18.7pp | 72.8%+0.1pp | 62.5%+10.5pp |
| Annual return | 3.65% | 13.38%-9.7pp | 36.85%-33.2pp | 15.22%-11.6pp |
| Employer contribution / active EE | $157 | $1,177-86.7% | $2,853-94.5% | $2,250-93.0% |
| Participant deferral / active EE | $1,407 | $2,567-45.2% | $4,332-67.5% | $3,054-53.9% |
| Admin fee / account holder | $432 | $4,814-91.0% | $14,264-97.0% | $3,102-86.1% |