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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $32,235 |
FIRST NATIONAL TRUST COMPANY4+ years Filed as: FIRST NATIONAL TRUST CO Service code 27 · EIN 20-0433578 | Advisory (Plan) | $25,120 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $87,043 | $42,396+105.3% | $67,313+29.3% | $56,287+54.6% |
| Participation rate | 59.0% | 61.0%-2.0pp | 69.1%-10.1pp | 69.9%-10.8pp |
| Annual return | -4.28% | -36.63%+32.3pp | -4.08%-0.2pp | -9.96%+5.7pp |
| Employer contribution / active EE | $0 | $1,414-100.0% | $2,566-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,429 | $2,360+3.0% | $3,568-31.9% | $3,350-27.5% |
| Admin fee / account holder | $493 | $510-3.2% | $4,507-89.1% | $521-5.3% |