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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $50,919 |
Filed as: PRIME RETIREMENT SOLUTIONS Service code 49 · EIN 88-3303109 25B VREELAND ROAD · FLORHAM PARK, NJ 07932 | Other Services | $0 |
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.)
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 | $72,041 | $45,343+58.9% | $150,298-52.1% | $67,986+6.0% |
| Participation rate | 45.5% | 51.9%-6.3pp | 77.8%-32.2pp | 57.2%-11.7pp |
| Annual return | 15.88% | 33.28%-17.4pp | 62.79%-46.9pp | 31.67%-15.8pp |
| Employer contribution / active EE | $1,447 | $1,462-1.0% | $4,154-65.2% | $2,019-28.3% |
| Participant deferral / active EE | $1,840 | $2,055-10.5% | $5,453-66.3% | $3,358-45.2% |
| Admin fee / account holder | $407 | $2,250-81.9% | $14,116-97.1% | $3,203-87.3% |