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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $45,754 |
STA BENEFITS, LTD1 year Service code 27 · EIN 32-0041749 | Advisory (Plan) | $21,598 |
PRICEKUBECKA PLLC1 year Filed as: PRICEKUBECKA, PLLC Service code 10 · EIN 75-2783674 | Accounting | $7,250 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,327 | $49,451+22.0% | $79,580-24.2% | $66,938-9.9% |
| Participation rate | 57.1% | 61.3%-4.2pp | 69.5%-12.3pp | 69.8%-12.7pp |
| Annual return | -16.10% | 84.25%-100.4pp | 0.15%-16.3pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,483 | $1,266+17.2% | $2,413-38.6% | $2,545-41.7% |
| Participant deferral / active EE | $4,329 | $3,159+37.1% | $3,985+8.6% | $4,238+2.1% |
| Admin fee / account holder | $481 | $595-19.1% | $6,835-93.0% | $594-18.9% |