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| Provider | Service type | Compensation |
|---|---|---|
FIRST FINANCIAL BANK3 years Service code 27 · EIN 31-0308605 | Advisory (Plan) | $46,539 |
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $40,948 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,686 | $86,341+7.3% | $125,195-26.0% | $65,186+42.2% |
| Participation rate | 98.1% | 75.3%+22.8pp | 79.8%+18.3pp | 70.2%+27.9pp |
| Annual return | 21.26% | 27.44%-6.2pp | 43.79%-22.5pp | 29.39%-8.1pp |
| Employer contribution / active EE | $2,198 | $2,040+7.8% | $3,866-43.1% | $2,177+1.0% |
| Participant deferral / active EE | $7,110 | $3,538+101.0% | $4,937+44.0% | $3,514+102.3% |
| Admin fee / account holder | $492 | $609-19.2% | $9,704-94.9% | $847-41.9% |