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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $33,015 |
STA BENEFITS, LTD2 years Service code 27 · EIN 32-0041749 | Advisory (Plan) | $29,625 |
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 | $81,306 | $54,717+48.6% | $86,216-5.7% | $71,511+13.7% |
| Participation rate | 67.8% | 60.1%+7.7pp | 69.0%-1.1pp | 67.9%-0.1pp |
| Annual return | 17.27% | 20.07%-2.8pp | 1169.42%-1152.1pp | 28.86%-11.6pp |
| Employer contribution / active EE | $1,583 | $1,267+24.9% | $2,382-33.5% | $2,589-38.9% |
| Participant deferral / active EE | $5,175 | $3,110+66.4% | $3,986+29.8% | $4,291+20.6% |
| Admin fee / account holder | $438 | $1,922-77.2% | $6,853-93.6% | $1,588-72.4% |