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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $51,262 |
DAVID BODNAR ADVISORS, LLC2+ years Service code 27 · EIN 20-3992576 | Advisory (Plan) | $13,728 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $66,379 | $60,165+10.3% | $74,184-10.5% | $55,167+20.3% |
| Participation rate | 67.1% | 74.2%-7.0pp | 76.6%-9.5pp | 69.0%-1.9pp |
| Annual return | -5.17% | 10.00%-15.2pp | 17.74%-22.9pp | 169.23%-174.4pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,494 | $2,973-49.7% | $3,550-57.9% | $3,054-51.1% |
| Admin fee / account holder | $525 | $419+25.2% | $5,586-90.6% | $504+4.2% |