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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $126,763 |
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 | $249,799 | $77,677+221.6% | $109,188+128.8% | $79,389+214.7% |
| Participation rate | 93.3% | 67.8%+25.5pp | 75.9%+17.4pp | 70.7%+22.6pp |
| Annual return | 12.39% | 23.44%-11.1pp | 25.76%-13.4pp | 116.89%-104.5pp |
| Employer contribution / active EE | $7,595 | $2,798+171.4% | $3,723+104.0% | $2,428+212.8% |
| Participant deferral / active EE | $6,416 | $3,517+82.4% | $4,654+37.9% | $4,046+58.6% |
| Admin fee / account holder | $885 | $732+20.8% | $6,755-86.9% | $626+41.3% |