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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $31,060 |
Service code 27 · EIN 83-4717882 | Advisory (Plan) | $22,020 |
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 | $86,826 | $86,949-0.1% | $102,460-15.3% | $80,959+7.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 14.29% | 18.89%-4.6pp | 29.47%-15.2pp | 35.67%-21.4pp |
| Employer contribution / active EE | $2,357 | $2,370-0.5% | $3,025-22.1% | $2,757-14.5% |
| Participant deferral / active EE | $7,689 | $4,121+86.6% | $5,056+52.1% | $4,300+78.8% |
| Admin fee / account holder | $564 | $8,048-93.0% | $9,460-94.0% | $6,925-91.9% |