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| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $30,523 |
STANCORP FINANCIAL GROUP1+ years Filed as: STANCORP FINANCIAL SERVICES Service code 12 · EIN 93-1257536 | Direct payment from the plan; Claims ... | $28,804 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,680 | $58,099-47.2% | $76,872-60.1% | $75,173-59.2% |
| Participation rate | 88.0% | 63.9%+24.1pp | 69.6%+18.4pp | 67.2%+20.8pp |
| Annual return | 14.48% | 26.71%-12.2pp | 37.90%-23.4pp | 160.72%-146.2pp |
| Employer contribution / active EE | $1,595 | $1,996-20.1% | $2,533-37.0% | $2,671-40.3% |
| Participant deferral / active EE | $6,496 | $2,999+116.6% | $3,832+69.5% | $4,126+57.4% |
| Admin fee / account holder | $331 | $4,778-93.1% | $5,476-93.9% | $5,651-94.1% |