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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $41,070 |
SALING SIMMS ASSOC INC1+ years Filed as: SALING SIMMS ASSOCIATES, INC. Service code 27 · EIN 59-1234071 | Advisory (Plan) | $20,694 |
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 | $49,198 | $46,360+6.1% | $147,617-66.7% | $52,331-6.0% |
| Participation rate | 96.0% | 64.9%+31.0pp | 84.6%+11.4pp | 68.1%+27.9pp |
| Annual return | -0.33% | 1.62%-1.9pp | 61.98%-62.3pp | 4.54%-4.9pp |
| Employer contribution / active EE | $2,501 | $2,126+17.6% | $5,564-55.1% | $1,882+32.9% |
| Participant deferral / active EE | $4,433 | $2,258+96.4% | $4,895-9.4% | $3,022+46.7% |
| Admin fee / account holder | $325 | $766-57.5% | $11,612-97.2% | $592-45.0% |