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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Direct paym... | $42,675 |
BEIMDIEK INSURANCE AGENCY, INC.6+ years Service code 27 · EIN 43-1063643 | Advisory (Plan) | $13,170 |
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 | $49,860 | $56,511-11.8% | $185,837-73.2% | $86,813-42.6% |
| Participation rate | 35.2% | 65.5%-30.4pp | 81.7%-46.5pp | 72.3%-37.1pp |
| Annual return | 16.30% | 118.12%-101.8pp | 122.08%-105.8pp | 97.93%-81.6pp |
| Employer contribution / active EE | $635 | $1,844-65.6% | $5,168-87.7% | $2,406-73.6% |
| Participant deferral / active EE | $954 | $2,554-62.7% | $5,568-82.9% | $4,131-76.9% |
| Admin fee / account holder | $335 | $150+124.1% | $16,241-97.9% | $170+97.7% |