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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $96,698 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $183,529 | $63,114+190.8% | $92,915+97.5% | $65,186+181.5% |
| Participation rate | 96.6% | 68.8%+27.8pp | 76.0%+20.6pp | 70.2%+26.4pp |
| Annual return | 19.36% | 28.75%-9.4pp | 109.45%-90.1pp | 29.39%-10.0pp |
| Employer contribution / active EE | $7,288 | $2,571+183.5% | $3,653+99.5% | $2,177+234.8% |
| Participant deferral / active EE | $5,549 | $3,108+78.5% | $4,238+30.9% | $3,514+57.9% |
| Admin fee / account holder | $668 | $624+7.1% | $5,796-88.5% | $847-21.2% |