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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 20-0433578 | Advisory (Plan) | $21,524 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (securities); Custodial (ot... | $17,272 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,543 | $80,753-38.6% | $136,298-63.7% | $62,293-20.5% |
| Participation rate | 56.8% | 73.5%-16.7pp | 81.9%-25.1pp | 69.5%-12.7pp |
| Annual return | 28.17% | 35.83%-7.7pp | 5156.27%-5128.1pp | 28.90%-0.7pp |
| Employer contribution / active EE | $1,480 | $2,884-48.7% | $4,696-68.5% | $2,042-27.5% |
| Participant deferral / active EE | $1,717 | $5,164-66.7% | $6,247-72.5% | $3,169-45.8% |
| Admin fee / account holder | $440 | $525-16.3% | $9,244-95.2% | $479-8.2% |