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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Recordkeep... | $20,069 |
LPL FINANCIAL6+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,263 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,552 | $91,559-43.7% | $133,978-61.5% | $79,856-35.4% |
| Participation rate | 89.5% | 73.3%+16.2pp | 79.8%+9.7pp | 69.6%+19.9pp |
| Annual return | 13.43% | 61.85%-48.4pp | 45.10%-31.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $413 | $2,384-82.7% | $3,919-89.5% | $2,471-83.3% |
| Participant deferral / active EE | $3,033 | $3,734-18.8% | $5,047-39.9% | $3,741-18.9% |
| Admin fee / account holder | $360 | $6,321-94.3% | $8,930-96.0% | $5,306-93.2% |