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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXA ADVISORS, LLC Service code 27 · EIN 13-4078005 | Advisory (Plan) | $26,948 |
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $20,132 |
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.)
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 | $37,516 | $76,112-50.7% | $96,534-61.1% | $71,511-47.5% |
| Participation rate | 58.7% | 74.4%-15.7pp | 76.0%-17.3pp | 67.9%-9.3pp |
| Annual return | 18.47% | 22.81%-4.3pp | 25.88%-7.4pp | 28.86%-10.4pp |
| Employer contribution / active EE | $2,184 | $2,248-2.8% | $2,965-26.3% | $2,589-15.6% |
| Participant deferral / active EE | $3,749 | $4,217-11.1% | $4,851-22.7% | $4,291-12.6% |
| Admin fee / account holder | $371 | $2,708-86.3% | $8,253-95.5% | $1,588-76.7% |