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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-3626312 | Advisory (Plan) | $25,986 |
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $20,596 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,975 | $95,415-25.6% | $185,851-61.8% | $85,851-17.3% |
| Participation rate | 82.7% | 68.8%+13.9pp | 81.7%+0.9pp | 69.3%+13.3pp |
| Annual return | 16.12% | 23.59%-7.5pp | 122.11%-106.0pp | 318.63%-302.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,374 | $3,424+27.8% | $5,569-21.5% | $3,952+10.7% |
| Admin fee / account holder | $371 | $7,215-94.9% | $16,245-97.7% | $6,261-94.1% |