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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $69,901 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $56,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,048 | $103,024+85.4% | $112,040+70.5% | $79,634+139.9% |
| Participation rate | 42.0% | 80.6%-38.5pp | 76.5%-34.5pp | 62.5%-20.5pp |
| Annual return | 15.99% | 17.60%-1.6pp | 24.52%-8.5pp | 36.46%-20.5pp |
| Employer contribution / active EE | $810 | $3,015-73.1% | $2,954-72.6% | $2,529-68.0% |
| Participant deferral / active EE | $5,210 | $5,233-0.4% | $5,098+2.2% | $3,835+35.9% |
| Admin fee / account holder | $732 | $465+57.5% | $12,098-93.9% | $1,002-26.9% |