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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $26,613 |
FITTS, ROBERTS,KOLKHORST & CO., PC.1 year Filed as: FITTS,ROBERT, KOKHORST & CO., PC. Service code 10 · EIN 74-1699466 | Accounting | $20,310 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 10 · EIN 36-4291971 | Accounting | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,534 | $84,936-15.8% | $111,297-35.7% | $79,386-9.9% |
| Participation rate | 36.5% | 75.9%-39.4pp | 77.3%-40.8pp | 70.7%-34.2pp |
| Annual return | 11.22% | 17.45%-6.2pp | 54.65%-43.4pp | 116.85%-105.6pp |
| Employer contribution / active EE | $846 | $1,979-57.2% | $2,731-69.0% | $2,427-65.1% |
| Participant deferral / active EE | $1,881 | $3,888-51.6% | $4,487-58.1% | $4,046-53.5% |
| Admin fee / account holder | $493 | $537-8.2% | $7,964-93.8% | $626-21.3% |