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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 10 · EIN 93-1253576 | Accounting | $50,439 |
Filed as: JOCELYN INVESTMENT MANAGEMENT LLC Service code 27 · EIN 26-0674586 | Advisory (Plan) | $10,126 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,505 | $35,986+12.6% | $77,482-47.7% | $73,488-44.9% |
| Participation rate | 30.8% | 40.8%-10.1pp | 54.2%-23.4pp | 70.7%-39.9pp |
| Annual return | 9.36% | 19.26%-9.9pp | 54.79%-45.4pp | 28.51%-19.2pp |
| Employer contribution / active EE | $272 | $557-51.2% | $986-72.4% | $2,270-88.0% |
| Participant deferral / active EE | $1,497 | $1,198+25.0% | $1,861-19.6% | $3,740-60.0% |
| Admin fee / account holder | $352 | $466-24.4% | $2,858-87.7% | $513-31.4% |