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| Provider | Service type | Compensation |
|---|---|---|
GWN SECURITIES, INC4 years Service code 27 · EIN 65-0939556 | Advisory (Plan) | $14,395 |
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $9,895 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,233 | $45,602+16.7% | $117,533-54.7% | $66,938-20.5% |
| Participation rate | 24.1% | 57.6%-33.5pp | 70.6%-46.5pp | 69.8%-45.7pp |
| Annual return | -17.66% | -16.74%-0.9pp | 29.77%-47.4pp | 1.58%-19.2pp |
| Employer contribution / active EE | $689 | $1,579-56.4% | $4,179-83.5% | $2,545-72.9% |
| Participant deferral / active EE | $1,673 | $2,845-41.2% | $4,072-58.9% | $4,238-60.5% |
| Admin fee / account holder | $304 | $661-54.0% | $5,647-94.6% | $594-48.8% |