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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $28,065 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 27 · EIN 47-0648506 | Advisory (Plan) | $14,990 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,649 | $64,909-23.5% | $82,313-39.7% | $62,293-20.3% |
| Participation rate | 85.3% | 74.9%+10.4pp | 76.9%+8.4pp | 69.5%+15.8pp |
| Annual return | 12.51% | 21.18%-8.7pp | 25.88%-13.4pp | 28.90%-16.4pp |
| Employer contribution / active EE | $838 | $1,676-50.0% | $2,428-65.5% | $2,042-58.9% |
| Participant deferral / active EE | $3,156 | $3,103+1.7% | $3,706-14.9% | $3,169-0.4% |
| Admin fee / account holder | $342 | $440-22.1% | $5,608-93.9% | $479-28.6% |