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| Provider | Service type | Compensation |
|---|---|---|
ADVANCED ADVISOR GROUP LLC3 years Service code 27 · EIN 35-2261591 | Advisory (Plan) | $28,926 |
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $13,834 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,988 | $45,343-0.8% | $150,298-70.1% | $67,986-33.8% |
| Participation rate | 66.0% | 51.9%+14.2pp | 77.8%-11.7pp | 57.2%+8.8pp |
| Annual return | 15.49% | 33.28%-17.8pp | 62.79%-47.3pp | 31.67%-16.2pp |
| Employer contribution / active EE | $976 | $1,462-33.2% | $4,154-76.5% | $2,019-51.6% |
| Participant deferral / active EE | $3,684 | $2,055+79.3% | $5,453-32.4% | $3,358+9.7% |
| Admin fee / account holder | $348 | $2,250-84.5% | $14,116-97.5% | $3,203-89.1% |