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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $49,122 |
SECURITIES AMERICA INC10+ years Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 27 · EIN 47-0648506 | Advisory (Plan) | $33,287 |
RSM US LLP8 years Service code 10 · EIN 42-0714325 | Accounting | $19,424 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,519 | $59,467+47.2% | $93,727-6.6% | $74,478+17.5% |
| Participation rate | 96.4% | 59.6%+36.7pp | 68.7%+27.7pp | 67.2%+29.1pp |
| Annual return | 13.98% | 82.14%-68.2pp | 133.83%-119.9pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $1,940 | $1,267+53.2% | $2,421-19.9% | $2,626-26.1% |
| Participant deferral / active EE | $6,515 | $3,052+113.5% | $4,417+47.5% | $4,350+49.8% |
| Admin fee / account holder | $535 | $3,028-82.3% | $8,292-93.6% | $1,946-72.5% |