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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $35,850 |
FIRST NATIONAL TRUST COMPANY5 years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $22,029 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,701 | $54,590+11.2% | $81,726-25.7% | $73,497-17.4% |
| Participation rate | 67.2% | 68.3%-1.1pp | 72.0%-4.8pp | 70.7%-3.5pp |
| Annual return | 19.35% | 17.74%+1.6pp | 29.49%-10.1pp | 28.51%-9.2pp |
| Employer contribution / active EE | $1,570 | $1,636-4.0% | $4,311-63.6% | $2,270-30.8% |
| Participant deferral / active EE | $3,363 | $2,759+21.9% | $7,108-52.7% | $3,740-10.1% |
| Admin fee / account holder | $340 | $592-42.5% | $5,160-93.4% | $513-33.7% |