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| Provider | Service type | Compensation |
|---|---|---|
CLARK, RAYMOND & COMPANY, PLLC8+ years Service code 10 · EIN 91-1521868 | Accounting | $34,250 |
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $32,397 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 81-4473358 | Advisory (Plan) | $14,934 |
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.
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 | $27,902 | $60,261-53.7% | $81,783-65.9% | $74,546-62.6% |
| Participation rate | 81.3% | 62.9%+18.4pp | 72.4%+8.9pp | 67.2%+14.0pp |
| Annual return | 11.46% | 16.88%-5.4pp | 775.05%-763.6pp | 1366.03%-1354.6pp |
| Employer contribution / active EE | $1,096 | $2,622-58.2% | $2,913-62.4% | $2,624-58.2% |
| Participant deferral / active EE | $3,045 | $3,388-10.1% | $4,320-29.5% | $4,347-29.9% |
| Admin fee / account holder | $324 | $1,482-78.2% | $7,380-95.6% | $1,944-83.3% |