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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $20,434 |
FIRST FINANCIAL BANK1 year Service code 27 · EIN 31-0308605 | Advisory (Plan) | $18,854 |
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 | $72,451 | $71,526+1.3% | $98,450-26.4% | $71,495+1.3% |
| Participation rate | 85.0% | 72.7%+12.2pp | 75.2%+9.8pp | 67.9%+17.0pp |
| Annual return | 12.74% | 32.42%-19.7pp | 21.16%-8.4pp | 28.85%-16.1pp |
| Employer contribution / active EE | $1,378 | $2,400-42.6% | $3,049-54.8% | $2,589-46.8% |
| Participant deferral / active EE | $5,151 | $4,110+25.3% | $4,739+8.7% | $4,291+20.0% |
| Admin fee / account holder | $325 | $1,675-80.6% | $8,961-96.4% | $1,588-79.5% |