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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $39,980 |
CETERA ADVISOR NETWORKS LLC5+ years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 27 · EIN 95-3845382 | Advisory (Plan) | $30,606 |
BAUM, SMITH & CLEMENS, LLP5+ years Service code 10 · EIN 23-2315910 | Accounting | $11,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $54,045 | $54,573-1.0% | $90,970-40.6% | $73,497-26.5% |
| Participation rate | 65.2% | 61.2%+4.0pp | 69.0%-3.8pp | 70.7%-5.5pp |
| Annual return | -7.59% | 16.69%-24.3pp | 134.60%-142.2pp | 28.51%-36.1pp |
| Employer contribution / active EE | $139 | $991-86.0% | $2,122-93.4% | $2,270-93.9% |
| Participant deferral / active EE | $1,244 | $2,517-50.6% | $3,373-63.1% | $3,740-66.7% |
| Admin fee / account holder | $345 | $521-33.7% | $5,961-94.2% | $513-32.7% |