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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $38,334 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $23,214 |
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.)
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 | $91,949 | $55,446+65.8% | $155,574-40.9% | $74,429+23.5% |
| Participation rate | 69.6% | 61.9%+7.7pp | 78.2%-8.6pp | 67.2%+2.4pp |
| Annual return | 11.76% | 269.20%-257.4pp | 64.87%-53.1pp | 1368.38%-1356.6pp |
| Employer contribution / active EE | $4,320 | $2,266+90.6% | $4,676-7.6% | $2,625+64.6% |
| Participant deferral / active EE | $4,573 | $2,836+61.3% | $5,629-18.8% | $4,348+5.2% |
| Admin fee / account holder | $403 | $1,743-76.9% | $15,914-97.5% | $1,944-79.3% |