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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $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 | $43,496-45.7% | $161,489-85.4% | $64,340-63.3% |
| Participation rate | 98.0% | 53.5%+44.5pp | 78.7%+19.3pp | 55.2%+42.8pp |
| Annual return | 12.61% | 20.76%-8.1pp | 89.72%-77.1pp | 24.14%-11.5pp |
| Employer contribution / active EE | $2,614 | $1,431+82.7% | $4,268-38.7% | $1,862+40.4% |
| Participant deferral / active EE | $1,815 | $1,996-9.1% | $5,630-67.8% | $2,980-39.1% |
| Admin fee / account holder | $378 | $2,330-83.8% | $16,006-97.6% | $3,703-89.8% |