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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $42,537 |
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $33,284 |
SUTTON FROST CARY LLP1 year Service code 10 · EIN 75-2593210 | Accounting | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,907 | $89,093-44.0% | $102,434-51.3% | $77,736-35.8% |
| Participation rate | 45.7% | 80.9%-35.2pp | 76.5%-30.8pp | 70.6%-24.9pp |
| Annual return | 16.07% | 25.03%-9.0pp | 29.46%-13.4pp | 31.26%-15.2pp |
| Employer contribution / active EE | $897 | $2,699-66.8% | $3,023-70.3% | $2,728-67.1% |
| Participant deferral / active EE | $2,742 | $5,147-46.7% | $5,055-45.8% | $4,651-41.0% |
| Admin fee / account holder | $344 | $236+45.9% | $9,462-96.4% | $433-20.6% |