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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $19,539 |
Service code 27 · EIN 04-3626312 | Advisory (Plan) | $14,858 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $45,001 | $55,453-18.8% | $170,435-73.6% | $62,293-27.8% |
| Participation rate | 81.8% | 66.4%+15.4pp | 83.6%-1.8pp | 69.5%+12.3pp |
| Annual return | 18.93% | 21.38%-2.4pp | 205.94%-187.0pp | 28.90%-10.0pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,352 | $2,303+45.6% | $4,939-32.1% | $3,169+5.8% |
| Admin fee / account holder | $309 | $455-32.1% | $13,881-97.8% | $479-35.5% |