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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $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 | $64,010-10.1% | $108,359-46.9% | $64,340-10.6% |
| Participation rate | 73.0% | 49.4%+23.6pp | 70.1%+2.9pp | 55.2%+17.7pp |
| Annual return | 3.65% | 19.74%-16.1pp | 36.89%-33.2pp | 24.14%-20.5pp |
| Employer contribution / active EE | $157 | $1,029-84.8% | $2,399-93.5% | $1,862-91.6% |
| Participant deferral / active EE | $1,407 | $2,395-41.3% | $4,137-66.0% | $2,980-52.8% |
| Admin fee / account holder | $432 | $4,885-91.2% | $9,741-95.6% | $3,703-88.3% |