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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $67,452 |
Service code 27 · EIN 46-5532509 | Advisory (Plan) | $37,616 |
Filed as: PGIM (PRUDENTIAL FUNDS) Service code 19 | Securities Custodian | $10,358 |
Service code 27 · EIN 63-0879387 | Advisory (Plan) | $8,267 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,553 | $91,407+0.2% | $135,903-32.6% | $71,457+28.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 13.96% | 29.90%-15.9pp | 68.23%-54.3pp | 28.85%-14.9pp |
| Employer contribution / active EE | $3,269 | $3,703-11.7% | $4,856-32.7% | $2,588+26.3% |
| Participant deferral / active EE | $6,724 | $7,092-5.2% | $7,758-13.3% | $4,289+56.8% |
| Admin fee / account holder | $317 | $1,266-75.0% | $10,762-97.1% | $1,587-80.1% |