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| Provider | Service type | Compensation |
|---|---|---|
BERRY DUNN2 years Filed as: BERRYDUNN Service code 10 · EIN 45-2735233 | Accounting | $20,700 |
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 53-1253576 | Custodial (other than securities); Cl... | $14,187 |
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 | $31,493 | $80,983-61.1% | $96,544-67.4% | $75,177-58.1% |
| Participation rate | 94.1% | 71.8%+22.3pp | 76.0%+18.1pp | 67.2%+26.9pp |
| Annual return | 16.81% | 27.05%-10.2pp | 25.88%-9.1pp | 160.75%-143.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,090 | $3,929+55.0% | $4,851+25.5% | $4,126+47.6% |
| Admin fee / account holder | $383 | $6,717-94.3% | $8,254-95.4% | $5,651-93.2% |