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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Other fees; Recordkeeping and informa... | $58,435 |
BAIRD FUNDS6 years Filed as: ROBERT W. BAIRD & CO. INC. Service code 27 · EIN 39-6037917 | Advisory (Plan) | $38,182 |
CAPIN CROUSE LLP8 years Service code 10 · EIN 36-3990892 | Accounting | $16,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,176 | $83,575-30.4% | $66,439-12.4% | $65,191-10.8% |
| Participation rate | 24.1% | 71.6%-47.5pp | 74.5%-50.4pp | 63.0%-38.9pp |
| Annual return | 10.44% | 12.38%-1.9pp | 757.66%-747.2pp | 51.24%-40.8pp |
| Employer contribution / active EE | $240 | $2,903-91.7% | $2,637-90.9% | $2,400-90.0% |
| Participant deferral / active EE | $1,389 | $3,365-58.7% | $3,876-64.2% | $2,671-48.0% |
| Admin fee / account holder | $400 | $234+71.0% | $6,173-93.5% | $907-55.9% |