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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Shareholder servicing fees; Custodial... | $16,296 |
Filed as: ERICKSON DEMEL & ASSOCIATES, PLLC Service code 10 · EIN 87-1577252 | Accounting | $15,500 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $9,597 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,627 | $49,922-66.7% | $80,569-79.4% | $75,163-77.9% |
| Participation rate | 55.3% | 55.3%0pp | 67.0%-11.7pp | 67.2%-11.9pp |
| Annual return | 17.44% | 34.69%-17.2pp | 935.43%-918.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $730 | $1,698-57.0% | $2,723-73.2% | $2,670-72.7% |
| Participant deferral / active EE | $1,490 | $2,990-50.2% | $4,447-66.5% | $4,125-63.9% |
| Admin fee / account holder | $342 | $3,577-90.4% | $5,377-93.6% | $5,651-93.9% |