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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $31,051 |
FIRST NATIONAL TRUST COMPANY5+ years Filed as: FIRST NATIONAL TRUST CO Service code 27 · EIN 20-0433578 | Advisory (Plan) | $27,642 |
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 | $88,813 | $47,922+85.3% | $75,894+17.0% | $65,185+36.2% |
| Participation rate | 44.8% | 63.0%-18.2pp | 69.3%-24.5pp | 70.2%-25.4pp |
| Annual return | 19.77% | 24.12%-4.3pp | 30.76%-11.0pp | 29.38%-9.6pp |
| Employer contribution / active EE | $0 | $1,557-100.0% | $2,501-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,964 | $2,550-23.0% | $3,603-45.5% | $3,514-44.1% |
| Admin fee / account holder | $531 | $532-0.1% | $5,420-90.2% | $847-37.3% |