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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Sub-tra... | $32,893 |
MONETA GROUP LLC3 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $25,690 |
Filed as: MANSPERGER, PATTERSON MCMULLIN Service code 10 · EIN 86-0751928 | Accounting | $17,400 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,289 | $148,623-49.3% | $135,974-44.6% | $139,466-46.0% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 14.18% | 79.30%-65.1pp | 68.30%-54.1pp | 373.66%-359.5pp |
| Employer contribution / active EE | $1,846 | $5,246-64.8% | $4,859-62.0% | $4,754-61.2% |
| Participant deferral / active EE | $2,795 | $8,103-65.5% | $7,760-64.0% | $6,712-58.4% |
| Admin fee / account holder | $594 | $12,406-95.2% | $10,767-94.5% | $11,409-94.8% |