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| Provider | Service type | Compensation |
|---|---|---|
ADVANCED ADVISOR GROUP LLC2 years Service code 27 · EIN 35-2261591 | Advisory (Plan) | $29,031 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $13,137 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,607 | $55,470+9.3% | $155,556-61.0% | $74,478-18.6% |
| Participation rate | 56.7% | 61.9%-5.2pp | 78.2%-21.5pp | 67.2%-10.5pp |
| Annual return | 10.47% | 269.80%-259.3pp | 64.84%-54.4pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $971 | $2,267-57.2% | $4,675-79.2% | $2,626-63.0% |
| Participant deferral / active EE | $3,204 | $2,838+12.9% | $5,631-43.1% | $4,350-26.3% |
| Admin fee / account holder | $405 | $1,744-76.8% | $15,885-97.4% | $1,946-79.2% |