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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $38,861 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $19,996 |
COOPER SAVAS LLC1 year Service code 10 · EIN 27-5169784 | Accounting | $7,500 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,670 | $39,036+227.1% | $80,784+58.0% | $85,851+48.7% |
| Participation rate | 75.0% | 41.6%+33.4pp | 54.2%+20.8pp | 69.3%+5.7pp |
| Annual return | 10.46% | 26.31%-15.8pp | 87.31%-76.8pp | 318.63%-308.2pp |
| Employer contribution / active EE | $198 | $722-72.6% | $1,160-82.9% | $2,565-92.3% |
| Participant deferral / active EE | $626 | $1,326-52.8% | $2,145-70.8% | $3,952-84.2% |
| Admin fee / account holder | $465 | $2,429-80.8% | $3,380-86.2% | $6,261-92.6% |