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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $47,311 |
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 | $37,841 | $46,332-18.3% | $143,799-73.7% | $64,819-41.6% |
| Participation rate | 29.6% | 64.2%-34.6pp | 80.3%-50.7pp | 71.5%-41.8pp |
| Annual return | -14.13% | -10.05%-4.1pp | -0.04%-14.1pp | 32.84%-47.0pp |
| Employer contribution / active EE | $500 | $1,911-73.9% | $4,952-89.9% | $2,507-80.1% |
| Participant deferral / active EE | $1,001 | $2,647-62.2% | $5,638-82.3% | $4,311-76.8% |
| Admin fee / account holder | $319 | $154+107.5% | $14,677-97.8% | $188+70.0% |