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| Provider | Service type | Compensation |
|---|---|---|
STA BENEFITS, LTD3 years Service code 27 · EIN 32-0041749 | Advisory (Plan) | $41,583 |
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $30,102 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,089 | $59,467+59.9% | $93,727+1.5% | $74,478+27.7% |
| Participation rate | 65.4% | 59.6%+5.7pp | 68.7%-3.3pp | 67.2%-1.9pp |
| Annual return | 13.86% | 82.14%-68.3pp | 133.83%-120.0pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $1,489 | $1,267+17.6% | $2,421-38.5% | $2,626-43.3% |
| Participant deferral / active EE | $5,464 | $3,052+79.1% | $4,417+23.7% | $4,350+25.6% |
| Admin fee / account holder | $488 | $3,028-83.9% | $8,292-94.1% | $1,946-74.9% |