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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $66,160 |
FIRST NATIONAL TRUST COMPANY7+ years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $29,929 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,930 | $61,166+1.2% | $185,837-66.7% | $79,393-22.0% |
| Participation rate | 45.9% | 66.6%-20.7pp | 81.7%-35.8pp | 70.7%-24.8pp |
| Annual return | 16.33% | 19.45%-3.1pp | 122.08%-105.7pp | 116.87%-100.5pp |
| Employer contribution / active EE | $1,425 | $2,321-38.6% | $5,168-72.4% | $2,428-41.3% |
| Participant deferral / active EE | $2,935 | $2,789+5.2% | $5,568-47.3% | $4,046-27.5% |
| Admin fee / account holder | $579 | $710-18.4% | $16,241-96.4% | $627-7.6% |