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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $39,288 |
BEIMDIEK INSURANCE AGENCY, INC.3+ years Service code 27 · EIN 43-1063643 | Advisory (Plan) | $12,886 |
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 | $32,670 | $37,196-12.2% | $154,108-78.8% | $55,725-41.4% |
| Participation rate | 36.8% | 64.1%-27.3pp | 83.0%-46.2pp | 70.9%-34.0pp |
| Annual return | 6.87% | 1319.68%-1312.8pp | 735.21%-728.3pp | 244.93%-238.1pp |
| Employer contribution / active EE | $550 | $1,614-65.9% | $5,298-89.6% | $2,078-73.5% |
| Participant deferral / active EE | $763 | $2,068-63.1% | $5,081-85.0% | $3,356-77.2% |
| Admin fee / account holder | $312 | $102+207.5% | $13,411-97.7% | $115+171.2% |