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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $100,947 |
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 | $164,018 | $89,652+83.0% | $141,197+16.2% | $65,186+151.6% |
| Participation rate | 99.3% | 74.7%+24.6pp | 82.5%+16.9pp | 70.2%+29.1pp |
| Annual return | 23.07% | 32.79%-9.7pp | 71.41%-48.3pp | 29.39%-6.3pp |
| Employer contribution / active EE | $10,237 | $3,065+234.0% | $4,736+116.2% | $2,177+370.3% |
| Participant deferral / active EE | $12,423 | $5,691+118.3% | $6,710+85.1% | $3,514+253.5% |
| Admin fee / account holder | $383 | $569-32.6% | $10,265-96.3% | $847-54.8% |