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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $27,752 |
Service code 27 · EIN 27-3525757 | Advisory (Plan) | $13,167 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,518 | $65,434-47.2% | $98,483-64.9% | $85,847-59.8% |
| Participation rate | 89.2% | 65.0%+24.1pp | 73.3%+15.8pp | 69.3%+19.8pp |
| Annual return | 11.24% | 21.75%-10.5pp | 1494.38%-1483.1pp | 318.61%-307.4pp |
| Employer contribution / active EE | $1,756 | $2,169-19.0% | $2,961-40.7% | $2,565-31.5% |
| Participant deferral / active EE | $4,001 | $3,168+26.3% | $4,276-6.5% | $3,952+1.2% |
| Admin fee / account holder | $338 | $4,595-92.6% | $5,953-94.3% | $6,261-94.6% |