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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Recordkeep... | $42,538 |
DAVID BODNAR ADVISORS, LLC7+ years Service code 27 · EIN 20-3992576 | Advisory (Plan) | $16,720 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,336 | $84,936+13.4% | $111,297-13.4% | $79,386+21.4% |
| Participation rate | 65.8% | 75.9%-10.0pp | 77.3%-11.5pp | 70.7%-4.9pp |
| Annual return | 11.36% | 17.45%-6.1pp | 54.65%-43.3pp | 116.85%-105.5pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,731-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,283 | $3,888-67.0% | $4,487-71.4% | $4,046-68.3% |
| Admin fee / account holder | $769 | $537+43.2% | $7,964-90.3% | $626+22.8% |