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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $16,769 |
Filed as: ERICKSON DEMEL & ASSOCIATES, PLLC Service code 10 · EIN 87-1577252 | Accounting | $16,250 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $10,227 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,107 | $57,016-66.5% | $84,966-77.5% | $80,856-76.4% |
| Participation rate | 47.6% | 56.3%-8.7pp | 67.5%-19.9pp | 67.6%-20.0pp |
| Annual return | 9.83% | 21.66%-11.8pp | 66.38%-56.6pp | 35.59%-25.8pp |
| Employer contribution / active EE | $675 | $1,798-62.4% | $2,727-75.2% | $2,755-75.5% |
| Participant deferral / active EE | $1,355 | $3,110-56.4% | $4,519-70.0% | $4,296-68.5% |
| Admin fee / account holder | $393 | $4,980-92.1% | $6,149-93.6% | $6,918-94.3% |