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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $42,867 |
Service code 27 · EIN 20-8060365 | Advisory (Plan) | $18,784 |
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 | $90,928 | $70,366+29.2% | $66,674+36.4% | $138,895-34.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 15.09% | 386.41%-371.3pp | 321.24%-306.2pp | 145.39%-130.3pp |
| Employer contribution / active EE | $3,518 | $2,765+27.2% | $2,620+34.3% | $4,194-16.1% |
| Participant deferral / active EE | $6,921 | $4,374+58.2% | $4,084+69.5% | $6,396+8.2% |
| Admin fee / account holder | $686 | $5,262-87.0% | $5,098-86.5% | $12,562-94.5% |