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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $49,963 |
SALING SIMMS ASSOC INC3+ years Filed as: SALING SIMMS ASSOCIATES, INC. Service code 27 · EIN 31-1254295 | Advisory (Plan) | $23,871 |
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 | $53,192 | $55,453-4.1% | $170,435-68.8% | $62,293-14.6% |
| Participation rate | 95.9% | 66.4%+29.5pp | 83.6%+12.3pp | 69.5%+26.3pp |
| Annual return | 16.79% | 21.38%-4.6pp | 205.94%-189.1pp | 28.90%-12.1pp |
| Employer contribution / active EE | $2,954 | $2,164+36.5% | $5,432-45.6% | $2,042+44.7% |
| Participant deferral / active EE | $4,874 | $2,303+111.7% | $4,939-1.3% | $3,169+53.8% |
| Admin fee / account holder | $331 | $455-27.3% | $13,881-97.6% | $479-31.0% |