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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 83-4717882 | Advisory (Plan) | $32,862 |
STANCORP FINANCIAL GROUP9 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $28,890 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,902 | $64,890+12.3% | $134,172-45.7% | $67,986+7.2% |
| Participation rate | 97.1% | 48.5%+48.5pp | 72.5%+24.6pp | 57.2%+39.9pp |
| Annual return | 20.65% | 16.12%+4.5pp | 25.30%-4.7pp | 31.67%-11.0pp |
| Employer contribution / active EE | $2,661 | $1,360+95.7% | $3,420-22.2% | $2,019+31.8% |
| Participant deferral / active EE | $4,553 | $2,289+99.0% | $4,690-2.9% | $3,358+35.6% |
| Admin fee / account holder | $439 | $3,140-86.0% | $12,016-96.3% | $3,203-86.3% |