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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $112,443 |
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 | $225,743 | $69,383+225.4% | $101,275+122.9% | $73,497+207.1% |
| Participation rate | 94.3% | 68.4%+26.0pp | 75.8%+18.5pp | 70.7%+23.7pp |
| Annual return | 15.22% | 18.46%-3.2pp | 46.48%-31.3pp | 28.51%-13.3pp |
| Employer contribution / active EE | $7,690 | $2,628+192.6% | $3,660+110.1% | $2,270+238.7% |
| Participant deferral / active EE | $6,155 | $3,301+86.5% | $4,371+40.8% | $3,740+64.6% |
| Admin fee / account holder | $822 | $704+16.8% | $5,948-86.2% | $513+60.2% |