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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $70,329 |
Filed as: RAYMOND JAMES Service code 27 · EIN 59-2937883 | Advisory (Plan) | $37,381 |
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 | $36,864 | $46,325-20.4% | $143,788-74.4% | $64,814-43.1% |
| Participation rate | 88.4% | 64.2%+24.1pp | 80.3%+8.1pp | 71.5%+16.9pp |
| Annual return | -14.05% | -10.05%-4.0pp | -0.03%-14.0pp | 32.84%-46.9pp |
| Employer contribution / active EE | $1,042 | $1,911-45.5% | $4,952-79.0% | $2,507-58.4% |
| Participant deferral / active EE | $4,736 | $2,647+78.9% | $5,638-16.0% | $4,310+9.9% |
| Admin fee / account holder | $322 | $154+109.4% | $14,675-97.8% | $188+71.5% |