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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $53,678 |
EVERHART ADVISORS7 years Service code 27 · EIN 31-1440043 | Advisory (Plan) | $23,892 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,269 | $50,812-8.9% | $155,602-70.3% | $77,692-40.4% |
| Participation rate | 51.5% | 63.1%-11.6pp | 78.2%-26.7pp | 70.6%-19.1pp |
| Annual return | 13.35% | 34.85%-21.5pp | 64.81%-51.5pp | 31.25%-17.9pp |
| Employer contribution / active EE | $509 | $1,989-74.4% | $4,675-89.1% | $2,726-81.3% |
| Participant deferral / active EE | $2,151 | $2,822-23.8% | $5,629-61.8% | $4,648-53.7% |
| Admin fee / account holder | $322 | $436-26.2% | $15,923-98.0% | $431-25.2% |