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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $49,691 |
IMA WEALTH INC1 year Filed as: IMA ADVISORY SERVICES Service code 27 · EIN 48-1233289 | Advisory (Plan) | $28,711 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,113 | $45,343+30.4% | $150,298-60.7% | $67,986-13.1% |
| Participation rate | 95.7% | 51.9%+43.8pp | 77.8%+17.9pp | 57.2%+38.5pp |
| Annual return | 15.44% | 33.28%-17.8pp | 62.79%-47.3pp | 31.67%-16.2pp |
| Employer contribution / active EE | $2,775 | $1,462+89.8% | $4,154-33.2% | $2,019+37.5% |
| Participant deferral / active EE | $3,948 | $2,055+92.2% | $5,453-27.6% | $3,358+17.6% |
| Admin fee / account holder | $472 | $2,250-79.0% | $14,116-96.7% | $3,203-85.3% |