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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 59-3331424 | Consulting | $26,171 |
STANCORP FINANCIAL GROUP2 years Service code 10 · EIN 93-1253576 | Accounting | $21,657 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,100 | $55,122+52.6% | $104,639-19.6% | $73,497+14.4% |
| Participation rate | 44.4% | 67.7%-23.4pp | 74.1%-29.7pp | 70.7%-26.3pp |
| Annual return | 13.77% | 24.77%-11.0pp | 340.67%-326.9pp | 28.51%-14.7pp |
| Employer contribution / active EE | $531 | $1,464-63.7% | $2,682-80.2% | $2,270-76.6% |
| Participant deferral / active EE | $1,511 | $2,919-48.2% | $3,738-59.6% | $3,740-59.6% |
| Admin fee / account holder | $583 | $423+38.0% | $6,465-91.0% | $513+13.7% |