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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $56,864 |
JAMES, HARDY AND HALEY, CPAS1+ years Service code 10 · EIN 72-1124598 | Accounting | $11,500 |
KEMP AND ASSOCIATES LLC1+ years Service code 27 · EIN 72-1480866 | Advisory (Plan) | $6,919 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,065 | $66,124-48.5% | $90,461-62.3% | $73,497-53.7% |
| Participation rate | 35.6% | 69.7%-34.1pp | 72.7%-37.1pp | 70.7%-35.1pp |
| Annual return | -19.15% | 17.65%-36.8pp | 1294.76%-1313.9pp | 28.51%-47.7pp |
| Employer contribution / active EE | $718 | $2,346-69.4% | $3,264-78.0% | $2,270-68.4% |
| Participant deferral / active EE | $2,034 | $3,039-33.1% | $3,964-48.7% | $3,740-45.6% |
| Admin fee / account holder | $629 | $396+58.7% | $5,617-88.8% | $513+22.6% |