Filed February 19, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $47,292 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $44,126 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,258 | $70,879+85.2% | $189,575-30.8% | $79,391+65.3% |
| Participation rate | 93.2% | 68.0%+25.2pp | 78.4%+14.7pp | 70.7%+22.4pp |
| Annual return | 17.08% | 20.70%-3.6pp | 64.19%-47.1pp | 116.88%-99.8pp |
| Employer contribution / active EE | $2,200 | $1,806+21.8% | $4,412-50.1% | $2,428-9.4% |
| Participant deferral / active EE | $9,409 | $4,081+130.5% | $6,174+52.4% | $4,046+132.6% |
| Admin fee / account holder | $493 | $647-23.9% | $9,806-95.0% | $627-21.3% |