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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $72,635 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $104,058 | $41,854+148.6% | $73,836+40.9% | $52,331+98.8% |
| Participation rate | 97.8% | 66.2%+31.6pp | 73.4%+24.4pp | 68.1%+29.7pp |
| Annual return | -1.03% | 2.11%-3.1pp | 2268.06%-2269.1pp | 4.54%-5.6pp |
| Employer contribution / active EE | $5,947 | $1,920+209.7% | $2,787+113.3% | $1,882+216.0% |
| Participant deferral / active EE | $4,393 | $2,498+75.9% | $3,583+22.6% | $3,022+45.4% |
| Admin fee / account holder | $546 | $493+10.9% | $4,882-88.8% | $592-7.7% |