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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $49,659 |
CETERA ADVISOR NETWORKS LLC8+ years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 27 · EIN 95-3845382 | Advisory (Plan) | $32,604 |
BAUM, SMITH & CLEMENS, LLP8+ years Service code 10 · EIN 23-2315910 | Accounting | $18,600 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,579 | $54,729+1.6% | $86,235-35.6% | $71,529-22.3% |
| Participation rate | 82.8% | 60.1%+22.7pp | 69.0%+13.8pp | 67.9%+14.9pp |
| Annual return | -6.89% | 20.07%-27.0pp | 1170.03%-1176.9pp | 28.97%-35.9pp |
| Employer contribution / active EE | $156 | $1,267-87.7% | $2,381-93.4% | $2,590-94.0% |
| Participant deferral / active EE | $1,610 | $3,110-48.2% | $3,987-59.6% | $4,291-62.5% |
| Admin fee / account holder | $417 | $1,921-78.3% | $6,856-93.9% | $1,588-73.7% |