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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $127,047 |
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 | $225,779 | $80,731+179.7% | $103,374+118.4% | $74,546+202.9% |
| Participation rate | 86.3% | 65.7%+20.6pp | 74.5%+11.8pp | 67.2%+19.1pp |
| Annual return | 12.35% | 27.56%-15.2pp | 24.89%-12.5pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $6,465 | $3,158+104.7% | $3,869+67.1% | $2,624+146.3% |
| Participant deferral / active EE | $6,624 | $3,860+71.6% | $5,058+31.0% | $4,347+52.4% |
| Admin fee / account holder | $841 | $2,369-64.5% | $8,394-90.0% | $1,944-56.7% |