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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 35-2261591 | Accounting | $25,962 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $11,860 |
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 | $54,656 | $61,391-11.0% | $149,723-63.5% | $71,529-23.6% |
| Participation rate | 66.4% | 62.5%+3.9pp | 78.8%-12.4pp | 67.9%-1.5pp |
| Annual return | 13.82% | 35.88%-22.1pp | 134.50%-120.7pp | 28.97%-15.2pp |
| Employer contribution / active EE | $879 | $2,384-63.1% | $4,821-81.8% | $2,590-66.1% |
| Participant deferral / active EE | $2,955 | $2,921+1.2% | $5,682-48.0% | $4,291-31.1% |
| Admin fee / account holder | $350 | $1,264-72.3% | $13,215-97.3% | $1,588-78.0% |