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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $48,601 |
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 | $64,408 | $55,470+16.1% | $155,556-58.6% | $74,478-13.5% |
| Participation rate | 47.9% | 61.9%-14.0pp | 78.2%-30.3pp | 67.2%-19.3pp |
| Annual return | 14.49% | 269.80%-255.3pp | 64.84%-50.3pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $1,407 | $2,267-37.9% | $4,675-69.9% | $2,626-46.4% |
| Participant deferral / active EE | $1,850 | $2,838-34.8% | $5,631-67.1% | $4,350-57.5% |
| Admin fee / account holder | $380 | $1,744-78.2% | $15,885-97.6% | $1,946-80.5% |