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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $48,374 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $32,561 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,699 | $122,063-58.5% | $184,256-72.5% | $74,478-31.9% |
| Participation rate | 81.4% | 85.5%-4.1pp | 86.8%-5.4pp | 67.2%+14.2pp |
| Annual return | 10.43% | 19.92%-9.5pp | 28.85%-18.4pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $4,475 | $4,539-1.4% | $6,427-30.4% | $2,626+70.4% |
| Participant deferral / active EE | $4,075 | $7,144-43.0% | $9,133-55.4% | $4,350-6.3% |
| Admin fee / account holder | $357 | $1,253-71.5% | $13,899-97.4% | $1,946-81.7% |