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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $26,186 |
Service code 27 · EIN 20-0433578 | Advisory (Plan) | $24,128 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,940 | $58,093+6.6% | $80,022-22.6% | $56,287+10.0% |
| Participation rate | 91.5% | 73.6%+17.8pp | 75.8%+15.6pp | 69.9%+21.6pp |
| Annual return | -5.30% | 34.63%-39.9pp | 11.22%-16.5pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,777 | $1,933-8.0% | $2,468-28.0% | $2,111-15.8% |
| Participant deferral / active EE | $4,054 | $3,136+29.3% | $3,686+10.0% | $3,350+21.0% |
| Admin fee / account holder | $399 | $623-35.9% | $6,521-93.9% | $521-23.3% |