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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $65,593 |
PROEQUITIES INC8+ years Filed as: PROEQUITIES, INC Service code 27 · EIN 63-0879387 | Advisory (Plan) | $48,308 |
Filed as: PRUDENTIAL FUNDS Service code 19 | Securities Custodian | $18,267 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,075 | $84,493+3.1% | $125,381-30.6% | $66,938+30.1% |
| Participation rate | 98.1% | 76.4%+21.7pp | 82.4%+15.7pp | 69.8%+28.3pp |
| Annual return | -13.94% | -8.49%-5.4pp | 572.31%-586.2pp | 1.58%-15.5pp |
| Employer contribution / active EE | $3,152 | $3,554-11.3% | $4,815-34.5% | $2,545+23.8% |
| Participant deferral / active EE | $6,492 | $6,783-4.3% | $7,448-12.8% | $4,238+53.2% |
| Admin fee / account holder | $334 | $685-51.2% | $10,007-96.7% | $594-43.7% |