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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9 years Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $22,748 |
Service code 27 · EIN 27-3525757 | Advisory (Plan) | $17,976 |
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 | $46,158 | $47,105-2.0% | $68,368-32.5% | $67,986-32.1% |
| Participation rate | 70.8% | 51.8%+19.0pp | 73.8%-3.0pp | 57.2%+13.5pp |
| Annual return | 19.54% | 48.37%-28.8pp | 292.57%-273.0pp | 31.67%-12.1pp |
| Employer contribution / active EE | $1,668 | $1,859-10.2% | $2,649-37.0% | $2,019-17.4% |
| Participant deferral / active EE | $3,756 | $2,374+58.2% | $4,123-8.9% | $3,358+11.9% |
| Admin fee / account holder | $337 | $2,435-86.2% | $5,150-93.5% | $3,203-89.5% |