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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $39,022 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $17,945 |
WITHUMSMITH+BROWN, PC1 year Filed as: YOUNG, OAKES, BROWN & COMPANY, P.C. Service code 10 · EIN 25-1589048 | Accounting | $13,650 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,637 | $45,343-47.9% | $150,298-84.3% | $67,986-65.2% |
| Participation rate | 98.0% | 51.9%+46.2pp | 77.8%+20.3pp | 57.2%+40.8pp |
| Annual return | 12.61% | 33.28%-20.7pp | 62.79%-50.2pp | 31.67%-19.1pp |
| Employer contribution / active EE | $2,614 | $1,462+78.8% | $4,154-37.1% | $2,019+29.5% |
| Participant deferral / active EE | $1,815 | $2,055-11.7% | $5,453-66.7% | $3,358-46.0% |
| Admin fee / account holder | $378 | $2,250-83.2% | $14,116-97.3% | $3,203-88.2% |