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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $128,936 |
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 | $238,980 | $104,479+128.7% | $159,474+49.9% | $79,391+201.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 13.85% | 67.98%-54.1pp | 263.68%-249.8pp | 116.88%-103.0pp |
| Employer contribution / active EE | $8,093 | $3,417+136.9% | $4,831+67.5% | $2,428+233.4% |
| Participant deferral / active EE | $15,694 | $6,468+142.7% | $7,353+113.4% | $4,046+287.9% |
| Admin fee / account holder | $492 | $711-30.8% | $10,802-95.4% | $627-21.4% |