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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1075369 | Claims processing; Recordkeeping and ... | $40,670 |
KORNERSTONE, INC.4 years Service code 27 · EIN 46-4657858 | Advisory (Plan) | $35,560 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $44,541 | $54,237-17.9% | $90,304-50.7% | $67,579-34.1% |
| Participation rate | 39.6% | 68.6%-29.0pp | 73.3%-33.7pp | 71.3%-31.7pp |
| Annual return | 20.59% | 37.27%-16.7pp | 78.13%-57.5pp | 378.56%-358.0pp |
| Employer contribution / active EE | $865 | $1,846-53.1% | $2,855-69.7% | $2,148-59.7% |
| Participant deferral / active EE | $1,807 | $2,625-31.2% | $3,885-53.5% | $3,539-48.9% |
| Admin fee / account holder | $379 | $123+207.4% | $5,354-92.9% | $142+166.5% |