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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $27,351 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $5,493 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $19,764 | $65,092-69.6% | $143,799-86.3% | $66,938-70.5% |
| Participation rate | 35.5% | 65.2%-29.7pp | 80.3%-44.8pp | 69.8%-34.3pp |
| Annual return | -6.81% | -11.14%+4.3pp | -0.04%-6.8pp | 1.58%-8.4pp |
| Employer contribution / active EE | $645 | $2,362-72.7% | $4,952-87.0% | $2,545-74.7% |
| Participant deferral / active EE | $837 | $2,920-71.4% | $5,638-85.2% | $4,238-80.3% |
| Admin fee / account holder | $245 | $502-51.3% | $14,677-98.3% | $594-58.7% |