Filed February 19, 2025
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $73,652 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $46,713 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,015 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,045 | $76,670+40.9% | $96,683+11.8% | $71,457+51.2% |
| Participation rate | 97.6% | 66.6%+31.0pp | 74.3%+23.2pp | 67.9%+29.6pp |
| Annual return | 11.71% | 48.29%-36.6pp | 35.69%-24.0pp | 28.85%-17.1pp |
| Employer contribution / active EE | $2,829 | $3,031-6.7% | $3,737-24.3% | $2,588+9.3% |
| Participant deferral / active EE | $13,928 | $3,771+269.3% | $4,878+185.5% | $4,289+224.8% |
| Admin fee / account holder | $592 | $2,028-70.8% | $6,730-91.2% | $1,587-62.7% |