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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Direct paym... | $30,058 |
FIRST FINANCIAL BANK3+ years Filed as: FIRST FINANCIAL BANK, N.A. Service code 27 · EIN 31-0308605 | Advisory (Plan) | $18,601 |
Filed as: VONLEHMAN & COMPANY INC. Service code 10 · EIN 31-0905417 | Accounting | $10,975 |
FIRST FINANCIAL BANK1 year Service code 27 · EIN 31-0308605 | Advisory (Plan) | $6,065 |
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.)
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 | $60,613 | $63,314-4.3% | $91,004-33.4% | $62,293-2.7% |
| Participation rate | 89.1% | 73.3%+15.7pp | 75.6%+13.5pp | 69.5%+19.5pp |
| Annual return | 13.93% | 21.00%-7.1pp | 4.60%+9.3pp | 28.90%-15.0pp |
| Employer contribution / active EE | $331 | $1,807-81.7% | $2,456-86.5% | $2,042-83.8% |
| Participant deferral / active EE | $4,847 | $2,944+64.7% | $3,548+36.6% | $3,169+53.0% |
| Admin fee / account holder | $400 | $468-14.4% | $5,417-92.6% | $479-16.5% |