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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $74,343 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $12,627 |
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 | $176,692 | $55,446+218.7% | $155,574+13.6% | $74,429+137.4% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 15.92% | 269.20%-253.3pp | 64.87%-49.0pp | 1368.38%-1352.5pp |
| Employer contribution / active EE | $9,237 | $2,266+307.6% | $4,676+97.6% | $2,625+251.9% |
| Participant deferral / active EE | $11,355 | $2,836+300.4% | $5,629+101.7% | $4,348+161.1% |
| Admin fee / account holder | $372 | $1,743-78.7% | $15,914-97.7% | $1,944-80.9% |