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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Custodial (ot... | $50,980 |
DAVID BODNAR ADVISORS, LLC1+ years Service code 27 · EIN 20-3992576 | Advisory (Plan) | $13,777 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
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 | $64,883 | $54,320+19.4% | $67,652-4.1% | $52,331+24.0% |
| Participation rate | 67.8% | 73.6%-5.8pp | 75.7%-7.9pp | 68.1%-0.3pp |
| Annual return | 5.19% | 6.81%-1.6pp | 6625.40%-6620.2pp | 4.54%+0.6pp |
| Employer contribution / active EE | $12 | $1,544-99.2% | $2,266-99.5% | $1,882-99.4% |
| Participant deferral / active EE | $1,559 | $2,950-47.2% | $3,560-56.2% | $3,022-48.4% |
| Admin fee / account holder | $375 | $527-28.8% | $4,821-92.2% | $592-36.7% |