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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $49,955 |
IMA WEALTH INC6 years Filed as: IMA WEALTH, INC. Service code 27 · EIN 48-1233289 | Advisory (Plan) | $21,881 |
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 | $43,736 | $61,356-28.7% | $149,696-70.8% | $71,511-38.8% |
| Participation rate | 84.4% | 62.5%+21.9pp | 78.8%+5.6pp | 67.9%+16.5pp |
| Annual return | 15.89% | 35.86%-20.0pp | 134.46%-118.6pp | 28.86%-13.0pp |
| Employer contribution / active EE | $2,326 | $2,382-2.3% | $4,821-51.8% | $2,589-10.2% |
| Participant deferral / active EE | $3,183 | $2,920+9.0% | $5,682-44.0% | $4,291-25.8% |
| Admin fee / account holder | $433 | $1,263-65.7% | $13,212-96.7% | $1,588-72.8% |