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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $122,807 |
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 | $226,624 | $91,474+147.7% | $135,982+66.7% | $71,529+216.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 19.15% | 29.89%-10.7pp | 68.32%-49.2pp | 28.97%-9.8pp |
| Employer contribution / active EE | $8,449 | $3,705+128.0% | $4,859+73.9% | $2,590+226.2% |
| Participant deferral / active EE | $17,752 | $7,095+150.2% | $7,760+128.8% | $4,291+313.7% |
| Admin fee / account holder | $518 | $1,267-59.1% | $10,767-95.2% | $1,588-67.4% |