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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $49,811 |
Service code 27 · EIN 74-2096435 | Advisory (Plan) | $34,612 |
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 | $57,387 | $92,186-37.7% | $105,624-45.7% | $77,762-26.2% |
| Participation rate | 82.9% | 81.0%+1.8pp | 75.3%+7.6pp | 70.6%+12.3pp |
| Annual return | 13.00% | 17.83%-4.8pp | 116.20%-103.2pp | 31.27%-18.3pp |
| Employer contribution / active EE | $1,745 | $3,376-48.3% | $3,168-44.9% | $2,728-36.0% |
| Participant deferral / active EE | $4,760 | $5,395-11.8% | $5,013-5.0% | $4,651+2.3% |
| Admin fee / account holder | $302 | $219+37.7% | $10,961-97.2% | $433-30.3% |