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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $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 | $78,636-20.6% | $105,607-40.9% | $74,459-16.1% |
| Participation rate | 85.6% | 72.8%+12.8pp | 75.3%+10.3pp | 67.2%+18.4pp |
| Annual return | 10.31% | 15.96%-5.6pp | 116.11%-105.8pp | 1369.70%-1359.4pp |
| Employer contribution / active EE | $652 | $2,523-74.2% | $3,167-79.4% | $2,626-75.2% |
| Participant deferral / active EE | $3,382 | $4,322-21.7% | $5,011-32.5% | $4,350-22.2% |
| Admin fee / account holder | $474 | $2,220-78.7% | $10,958-95.7% | $1,945-75.6% |