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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORS, LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $24,512 |
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $18,590 |
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,459 | $65,437-58.0% | $86,698-68.3% | $66,949-59.0% |
| Participation rate | 59.7% | 75.5%-15.8pp | 76.6%-16.9pp | 69.8%-10.2pp |
| Annual return | -13.34% | -10.91%-2.4pp | 35.96%-49.3pp | 1.57%-14.9pp |
| Employer contribution / active EE | $1,749 | $2,154-18.8% | $2,837-38.3% | $2,545-31.3% |
| Participant deferral / active EE | $3,265 | $4,102-20.4% | $4,656-29.9% | $4,239-23.0% |
| Admin fee / account holder | $356 | $642-44.5% | $7,492-95.2% | $594-40.0% |