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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $30,509 |
FIRST NATIONAL TRUST COMPANY10+ years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $27,751 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,451 | $78,562-20.5% | $105,608-40.9% | $74,429-16.1% |
| Participation rate | 85.6% | 72.8%+12.8pp | 75.3%+10.3pp | 67.2%+18.4pp |
| Annual return | 10.31% | 15.94%-5.6pp | 116.50%-106.2pp | 1368.38%-1358.1pp |
| Employer contribution / active EE | $652 | $2,521-74.1% | $3,167-79.4% | $2,625-75.2% |
| Participant deferral / active EE | $3,382 | $4,321-21.7% | $5,010-32.5% | $4,348-22.2% |
| Admin fee / account holder | $474 | $2,217-78.6% | $11,028-95.7% | $1,944-75.6% |