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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $40,426 |
Service code 27 · EIN 46-1665391 | Advisory (Plan) | $15,389 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,555 | $65,437+20.0% | $86,698-9.4% | $66,949+17.3% |
| Participation rate | 63.5% | 75.5%-12.0pp | 76.6%-13.1pp | 69.8%-6.3pp |
| Annual return | -17.32% | -10.91%-6.4pp | 35.96%-53.3pp | 1.57%-18.9pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,333 | $4,102-67.5% | $4,656-71.4% | $4,239-68.6% |
| Admin fee / account holder | $573 | $642-10.7% | $7,492-92.4% | $594-3.5% |