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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $22,940 |
Service code 27 · EIN 83-4717882 | Advisory (Plan) | $21,014 |
STANCORP FINANCIAL GROUP3 years Service code 19 | Securities Custodian | $3,652 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,035 | $78,423-29.8% | $95,964-42.7% | $79,856-31.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 14.74% | 19.37%-4.6pp | 91.64%-76.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,702 | $1,945-12.5% | $2,541-33.0% | $2,471-31.1% |
| Participant deferral / active EE | $3,962 | $3,440+15.2% | $4,167-4.9% | $3,741+5.9% |
| Admin fee / account holder | $435 | $5,622-92.3% | $6,797-93.6% | $5,306-91.8% |