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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $41,039 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS AND CO INC Service code 26 · EIN 43-0538770 | Advisory (Participants) | $21,428 |
Service code 11 · EIN 35-0145825 | Actuarial | $19,027 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $87,076 | $46,173+88.6% | $170,435-48.9% | $69,631+25.1% |
| Participation rate | 36.7% | 63.9%-27.2pp | 83.6%-46.9pp | 70.7%-33.9pp |
| Annual return | 15.18% | 21.62%-6.4pp | 205.94%-190.8pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $1,081 | $1,610-32.8% | $5,432-80.1% | $2,032-46.8% |
| Participant deferral / active EE | $1,832 | $2,080-11.9% | $4,939-62.9% | $3,224-43.2% |
| Admin fee / account holder | $348 | $116+200.2% | $13,881-97.5% | $110+215.2% |