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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-3626312 | Advisory (Plan) | $20,863 |
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $20,286 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,275 | $61,391-5.1% | $149,723-61.1% | $71,529-18.5% |
| Participation rate | 82.5% | 62.5%+20.0pp | 78.8%+3.7pp | 67.9%+14.6pp |
| Annual return | 16.95% | 35.88%-18.9pp | 134.50%-117.5pp | 28.97%-12.0pp |
| Employer contribution / active EE | $1,239 | $2,384-48.0% | $4,821-74.3% | $2,590-52.2% |
| Participant deferral / active EE | $4,324 | $2,921+48.1% | $5,682-23.9% | $4,291+0.8% |
| Admin fee / account holder | $325 | $1,264-74.3% | $13,215-97.5% | $1,588-79.5% |