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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 92-0357111 | Advisory (Plan) | $16,393 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $9,850 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,213 | $47,479+22.6% | $62,929-7.5% | $82,448-29.4% |
| Participation rate | 81.1% | 66.9%+14.2pp | 73.1%+7.9pp | 68.1%+13.0pp |
| Annual return | 10.90% | 20.34%-9.4pp | 1063.93%-1053.0pp | 41.64%-30.7pp |
| Employer contribution / active EE | $2,469 | $1,885+31.0% | $2,505-1.4% | $2,551-3.2% |
| Participant deferral / active EE | $3,878 | $2,870+35.1% | $3,888-0.3% | $4,139-6.3% |
| Admin fee / account holder | $319 | $3,804-91.6% | $5,065-93.7% | $7,234-95.6% |