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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $17,989 |
LPL FINANCIAL3+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,248 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $53,557 | $78,707-32.0% | $117,861-54.6% | $70,126-23.6% |
| Participation rate | 79.7% | 73.2%+6.6pp | 79.7%+0.1pp | 69.5%+10.2pp |
| Annual return | 17.81% | 23.30%-5.5pp | 335.11%-317.3pp | 73.15%-55.3pp |
| Employer contribution / active EE | $379 | $2,223-82.9% | $3,786-90.0% | $2,343-83.8% |
| Participant deferral / active EE | $3,053 | $3,297-7.4% | $4,482-31.9% | $3,332-8.4% |
| Admin fee / account holder | $389 | $5,066-92.3% | $8,021-95.2% | $4,645-91.6% |