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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $122,766 |
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 | $233,044 | $76,696+203.9% | $96,538+141.4% | $71,529+225.8% |
| Participation rate | 95.7% | 66.6%+29.1pp | 74.3%+21.3pp | 67.9%+27.7pp |
| Annual return | 14.66% | 48.32%-33.7pp | 35.74%-21.1pp | 28.97%-14.3pp |
| Employer contribution / active EE | $8,377 | $3,032+176.3% | $3,740+124.0% | $2,590+223.5% |
| Participant deferral / active EE | $7,545 | $3,770+100.1% | $4,880+54.6% | $4,291+75.8% |
| Admin fee / account holder | $959 | $2,030-52.7% | $6,737-85.8% | $1,588-39.6% |