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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $92,677 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $148,517 | $73,102+103.2% | $123,553+20.2% | $56,289+163.8% |
| Participation rate | 97.8% | 74.3%+23.5pp | 82.3%+15.5pp | 69.9%+27.9pp |
| Annual return | -3.44% | 3.01%-6.4pp | 119.21%-122.6pp | -9.96%+6.5pp |
| Employer contribution / active EE | $4,370 | $2,977+46.8% | $4,628-5.6% | $2,111+107.0% |
| Participant deferral / active EE | $12,207 | $5,423+125.1% | $6,426+90.0% | $3,350+264.4% |
| Admin fee / account holder | $411 | $554-25.7% | $9,284-95.6% | $521-21.1% |