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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $33,508 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $10,467 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $9,627 |
DOUGALL CONRADIE LLC1 year Service code 10 · EIN 20-5230500 | Accounting | $9,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,253 | $82,978-27.4% | $130,231-53.7% | $74,440-19.1% |
| Participation rate | 48.4% | 73.7%-25.3pp | 76.3%-27.9pp | 70.7%-22.3pp |
| Annual return | 13.65% | 123.05%-109.4pp | 38.77%-25.1pp | 34.37%-20.7pp |
| Employer contribution / active EE | $1,008 | $3,391-70.3% | $4,126-75.6% | $2,638-61.8% |
| Participant deferral / active EE | $4,141 | $5,370-22.9% | $6,799-39.1% | $4,529-8.6% |
| Admin fee / account holder | $345 | $354-2.6% | $6,020-94.3% | $348-0.9% |