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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Sub-transf... | $61,135 |
GENEOS WEALTH MANAGEMENT INC10+ years Filed as: GENEOS WEALTH MANAGEMENT, INC. Service code 27 · EIN 02-0580939 | Advisory (Plan) | $30,517 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,551 | $60,454-16.4% | $81,844-38.2% | $74,459-32.1% |
| Participation rate | 92.7% | 63.0%+29.7pp | 72.4%+20.3pp | 67.2%+25.4pp |
| Annual return | 20.50% | 16.87%+3.6pp | 778.87%-758.4pp | 1369.70%-1349.2pp |
| Employer contribution / active EE | $1,228 | $2,630-53.3% | $2,916-57.9% | $2,626-53.2% |
| Participant deferral / active EE | $3,730 | $3,398+9.8% | $4,323-13.7% | $4,350-14.2% |
| Admin fee / account holder | $346 | $1,490-76.8% | $7,355-95.3% | $1,945-82.2% |