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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $44,582 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 10 · EIN 26-4310632 | Accounting | $38,205 |
CHARLES SCHWAB & CO., INC.9 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $7,100 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $101,296 | $59,402+70.5% | $93,654+8.2% | $74,546+35.9% |
| Participation rate | 71.7% | 59.7%+12.0pp | 68.7%+2.9pp | 67.2%+4.4pp |
| Annual return | 13.37% | 81.86%-68.5pp | 133.34%-120.0pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $557 | $1,265-55.9% | $2,421-77.0% | $2,624-78.8% |
| Participant deferral / active EE | $3,168 | $3,049+3.9% | $4,413-28.2% | $4,347-27.1% |
| Admin fee / account holder | $445 | $3,023-85.3% | $8,282-94.6% | $1,944-77.1% |