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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $46,236 |
Service code 27 · EIN 46-5061538 | Advisory (Plan) | $28,238 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,460 | $57,119+7.6% | $85,187-27.9% | $80,935-24.1% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 16.51% | 21.70%-5.2pp | 66.67%-50.2pp | 35.66%-19.1pp |
| Employer contribution / active EE | $22,650 | $1,802+1157.3% | $2,732+728.9% | $2,757+721.6% |
| Participant deferral / active EE | $46,846 | $3,115+1404.0% | $4,525+935.3% | $4,299+989.6% |
| Admin fee / account holder | $307 | $4,990-93.8% | $6,162-95.0% | $6,924-95.6% |