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| Provider | Service type | Compensation |
|---|---|---|
FIRST FINANCIAL BANK8 years Service code 27 · EIN 31-0308605 | Advisory (Plan) | $64,645 |
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $47,597 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,853 | $88,137+23.5% | $164,975-34.0% | $74,429+46.3% |
| Participation rate | 93.6% | 73.1%+20.4pp | 78.6%+14.9pp | 67.2%+26.3pp |
| Annual return | 11.52% | 17.13%-5.6pp | 70.12%-58.6pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $2,219 | $2,597-14.6% | $4,343-48.9% | $2,625-15.5% |
| Participant deferral / active EE | $9,699 | $4,501+115.5% | $6,033+60.8% | $4,348+123.1% |
| Admin fee / account holder | $482 | $2,231-78.4% | $12,688-96.2% | $1,944-75.2% |