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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1075369 | Direct payment from the plan; Recordk... | $41,801 |
KORNERSTONE, INC.5 years Service code 27 · EIN 46-4657858 | Advisory (Plan) | $38,083 |
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 | $46,571 | $52,722-11.7% | $90,440-48.5% | $73,412-36.6% |
| Participation rate | 36.5% | 67.7%-31.2pp | 72.7%-36.2pp | 72.2%-35.6pp |
| Annual return | 15.20% | 20.70%-5.5pp | 1294.38%-1279.2pp | 59.30%-44.1pp |
| Employer contribution / active EE | $731 | $1,872-60.9% | $3,263-77.6% | $2,234-67.3% |
| Participant deferral / active EE | $1,546 | $2,810-45.0% | $3,964-61.0% | $3,806-59.4% |
| Admin fee / account holder | $398 | $117+240.7% | $5,615-92.9% | $158+152.2% |