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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $32,710 |
IMA WEALTH INC1 year Filed as: IMA WEALTH, INC. Service code 27 · EIN 48-1233289 | Advisory (Plan) | $21,081 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,021 | $47,977-33.3% | $154,108-79.2% | $56,289-43.1% |
| Participation rate | 77.4% | 66.2%+11.2pp | 83.0%-5.7pp | 69.9%+7.5pp |
| Annual return | -5.77% | 3.54%-9.3pp | 735.21%-741.0pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,329 | $2,169-38.7% | $5,298-74.9% | $2,111-37.0% |
| Participant deferral / active EE | $2,044 | $2,392-14.6% | $5,081-59.8% | $3,350-39.0% |
| Admin fee / account holder | $401 | $438-8.4% | $13,411-97.0% | $521-22.9% |