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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $127,378 |
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 | $211,757 | $64,176+230.0% | $112,263+88.6% | $66,949+216.3% |
| Participation rate | 94.1% | 68.4%+25.7pp | 75.1%+19.1pp | 69.8%+24.3pp |
| Annual return | -14.91% | -13.80%-1.1pp | 27.49%-42.4pp | 1.57%-16.5pp |
| Employer contribution / active EE | $7,699 | $3,007+156.0% | $3,636+111.7% | $2,545+202.5% |
| Participant deferral / active EE | $7,353 | $3,694+99.1% | $4,729+55.5% | $4,239+73.5% |
| Admin fee / account holder | $867 | $626+38.5% | $6,410-86.5% | $594+46.1% |