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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $36,490 |
MONETA GROUP LLC4 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $23,593 |
Filed as: MANSPERGER, PATTERSON & MCMULLIN Service code 10 · EIN 86-0751928 | Accounting | $9,142 |
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 | $81,159 | $159,978-49.3% | $147,041-44.8% | $145,978-44.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 12.03% | 98.36%-86.3pp | 419.21%-407.2pp | 550.52%-538.5pp |
| Employer contribution / active EE | $2,451 | $5,288-53.6% | $4,935-50.3% | $4,662-47.4% |
| Participant deferral / active EE | $3,753 | $8,429-55.5% | $8,071-53.5% | $6,690-43.9% |
| Admin fee / account holder | $641 | $15,053-95.7% | $13,006-95.1% | $13,400-95.2% |