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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 | $46,688-49.4% | $189,758-87.5% | $69,733-66.1% |
| Participation rate | 98.0% | 61.7%+36.3pp | 79.8%+18.2pp | 62.5%+35.6pp |
| Annual return | 12.61% | 14.35%-1.7pp | 52.62%-40.0pp | 15.22%-2.6pp |
| Employer contribution / active EE | $2,614 | $1,695+54.2% | $4,767-45.2% | $2,250+16.2% |
| Participant deferral / active EE | $1,815 | $2,143-15.3% | $5,856-69.0% | $3,054-40.6% |
| Admin fee / account holder | $378 | $1,700-77.8% | $20,388-98.1% | $3,102-87.8% |