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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $107,414 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,279 | $99,957+98.4% | $149,745+32.4% | $73,497+169.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 19.52% | 53.87%-34.4pp | 276.72%-257.2pp | 28.51%-9.0pp |
| Employer contribution / active EE | $6,713 | $3,191+110.4% | $4,646+44.5% | $2,270+195.7% |
| Participant deferral / active EE | $13,559 | $6,073+123.3% | $6,843+98.1% | $3,740+262.6% |
| Admin fee / account holder | $389 | $551-29.3% | $9,312-95.8% | $513-24.1% |