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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $45,385 |
TRINITY INVESTMENT ADVISORS, LLC1+ years Service code 27 · EIN 20-4554635 | Advisory (Plan) | $19,883 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $677 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $89,966 | $46,360+94.1% | $147,617-39.1% | $52,331+71.9% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | 1.68% | 1.62%+0.1pp | 61.98%-60.3pp | 4.54%-2.9pp |
| Employer contribution / active EE | $2,878 | $2,126+35.4% | $5,564-48.3% | $1,882+53.0% |
| Participant deferral / active EE | $5,735 | $2,258+154.0% | $4,895+17.2% | $3,022+89.8% |
| Admin fee / account holder | $368 | $766-51.9% | $11,612-96.8% | $592-37.7% |