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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $36,942 |
IMA WEALTH INC2 years Filed as: IMA WEALTH, INC. Service code 27 · EIN 48-1233289 | Advisory (Plan) | $22,849 |
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 | $35,204 | $52,967-33.5% | $172,753-79.6% | $65,186-46.0% |
| Participation rate | 87.6% | 66.2%+21.4pp | 82.6%+4.9pp | 70.2%+17.4pp |
| Annual return | 18.77% | 30.12%-11.4pp | 803.00%-784.2pp | 29.39%-10.6pp |
| Employer contribution / active EE | $1,970 | $2,190-10.0% | $5,144-61.7% | $2,177-9.5% |
| Participant deferral / active EE | $2,389 | $2,471-3.3% | $5,198-54.0% | $3,514-32.0% |
| Admin fee / account holder | $374 | $472-20.8% | $13,956-97.3% | $847-55.9% |