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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $127,047 |
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 | $225,779 | $80,763+179.6% | $102,412+120.5% | $74,459+203.2% |
| Participation rate | 86.3% | 65.7%+20.6pp | 74.5%+11.8pp | 67.2%+19.1pp |
| Annual return | 12.35% | 27.57%-15.2pp | 24.94%-12.6pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $6,465 | $3,160+104.6% | $3,870+67.1% | $2,626+146.2% |
| Participant deferral / active EE | $6,624 | $3,862+71.5% | $5,060+30.9% | $4,350+52.3% |
| Admin fee / account holder | $841 | $2,371-64.5% | $8,388-90.0% | $1,945-56.7% |