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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $52,373 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $30,508 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,622 | $37,446+163.4% | $77,552+27.2% | $79,856+23.5% |
| Participation rate | 23.5% | 41.5%-18.0pp | 54.2%-30.7pp | 69.6%-46.1pp |
| Annual return | 5.93% | 39.76%-33.8pp | 54.82%-48.9pp | 31.71%-25.8pp |
| Employer contribution / active EE | $18,238 | $637+2762.5% | $987+1748.6% | $2,471+638.0% |
| Participant deferral / active EE | $3,254 | $1,261+158.1% | $1,861+74.9% | $3,741-13.0% |
| Admin fee / account holder | $428 | $2,506-82.9% | $2,859-85.0% | $5,306-91.9% |