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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Filed as: STANCROP FINANCIAL GROUP Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $11,611 |
Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $5,316 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,326 | $26,549+33.1% | $61,452-42.5% | $66,938-47.2% |
| Participation rate | 5.2% | 38.1%-32.9pp | 52.6%-47.4pp | 69.8%-64.6pp |
| Annual return | -14.46% | -16.21%+1.8pp | 338.96%-353.4pp | 1.58%-16.0pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,160-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $186 | $1,338-86.1% | $2,125-91.3% | $4,238-95.6% |
| Admin fee / account holder | $513 | $409+25.5% | $2,131-75.9% | $594-13.6% |