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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Filed as: STANCORP FINANCIAL GROUP, INC. Service code 15 · EIN 93-1253576 | Recordkeeping | $44,812 |
EVERHART ADVISORS5 years Service code 26 · EIN 31-1440043 | Advisory (Participants) | $29,205 |
Service code 10 · EIN 31-0800053 | Accounting | $10,500 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $4,914 |
Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $4,441 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,928 | $91,439-55.2% | $135,974-69.9% | $71,511-42.8% |
| Participation rate | 79.3% | 75.7%+3.7pp | 81.9%-2.6pp | 67.9%+11.4pp |
| Annual return | 14.60% | 29.90%-15.3pp | 68.30%-53.7pp | 28.86%-14.3pp |
| Employer contribution / active EE | $512 | $3,705-86.2% | $4,859-89.5% | $2,589-80.2% |
| Participant deferral / active EE | $6,730 | $7,093-5.1% | $7,760-13.3% | $4,291+56.9% |
| Admin fee / account holder | $323 | $1,267-74.5% | $10,767-97.0% | $1,588-79.7% |