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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $44,877 |
WESTHILL FINANCIAL ADVISORS2 years Filed as: WESTHILL FINANCIAL ADVISORS, INC Service code 27 · EIN 20-8060365 | Advisory (Plan) | $19,811 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,142 | $88,778-13.1% | $81,844-5.7% | $145,884-47.1% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 12.18% | 1033.03%-1020.9pp | 778.87%-766.7pp | 551.85%-539.7pp |
| Employer contribution / active EE | $7,162 | $3,087+132.0% | $2,916+145.6% | $4,662+53.6% |
| Participant deferral / active EE | $15,954 | $4,648+243.2% | $4,323+269.0% | $6,690+138.5% |
| Admin fee / account holder | $617 | $8,430-92.7% | $7,355-91.6% | $13,392-95.4% |