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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $46,083 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,314 | $138,393-2.2% | $184,256-26.6% | $80,959+67.1% |
| Participation rate | 78.9% | 83.9%-5.0pp | 86.8%-7.9pp | 67.7%+11.2pp |
| Annual return | 10.88% | 20.01%-9.1pp | 28.85%-18.0pp | 35.67%-24.8pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,557 | $7,076-49.7% | $9,133-61.1% | $4,300-17.3% |
| Admin fee / account holder | $475 | $10,489-95.5% | $13,899-96.6% | $6,925-93.1% |