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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,163 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $13,177 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $8,322 |
401(K) ADVISORS INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $6,268 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,363 | $50,637-30.2% | $86,582-59.2% | $62,293-43.2% |
| Participation rate | 57.9% | 67.9%-10.0pp | 73.5%-15.7pp | 69.5%-11.7pp |
| Annual return | 16.39% | 20.80%-4.4pp | 965.08%-948.7pp | 28.90%-12.5pp |
| Employer contribution / active EE | $1,874 | $2,075-9.7% | $2,839-34.0% | $2,042-8.3% |
| Participant deferral / active EE | $1,418 | $2,611-45.7% | $3,609-60.7% | $3,169-55.3% |
| Admin fee / account holder | $331 | $413-19.9% | $4,904-93.3% | $479-31.0% |