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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS6+ years Service code 10 · EIN 59-3331424 | Accounting | $33,311 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $26,720 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,053 | $73,638-37.5% | $95,960-52.0% | $73,493-37.3% |
| Participation rate | 58.8% | 76.2%-17.4pp | 77.1%-18.3pp | 70.7%-11.9pp |
| Annual return | 14.85% | 16.78%-1.9pp | 91.63%-76.8pp | 28.51%-13.7pp |
| Employer contribution / active EE | $1,261 | $1,863-32.3% | $2,541-50.4% | $2,270-44.5% |
| Participant deferral / active EE | $2,334 | $3,617-35.5% | $4,167-44.0% | $3,740-37.6% |
| Admin fee / account holder | $302 | $482-37.4% | $6,797-95.6% | $513-41.2% |