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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $137,095 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,119 | $101,499+167.1% | $147,005+84.4% | $74,546+263.7% |
| Participation rate | 99.2% | 75.5%+23.7pp | 82.2%+17.0pp | 67.2%+32.0pp |
| Annual return | 14.17% | 8732.34%-8718.2pp | 418.76%-404.6pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $17,689 | $7,304+142.2% | $8,070+119.2% | $4,347+306.9% |
| Admin fee / account holder | $638 | $1,748-63.5% | $13,006-95.1% | $1,944-67.2% |