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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $25,455 |
Service code 27 · EIN 27-3525757 | Advisory (Plan) | $13,428 |
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 | $29,772 | $54,357-45.2% | $82,706-64.0% | $68,495-56.5% |
| Participation rate | 86.8% | 63.9%+22.9pp | 72.6%+14.3pp | 67.9%+19.0pp |
| Annual return | -16.43% | -13.67%-2.8pp | 701.76%-718.2pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,975 | $2,218-11.0% | $3,007-34.3% | $2,596-23.9% |
| Participant deferral / active EE | $4,896 | $3,246+50.8% | $4,394+11.4% | $4,028+21.6% |
| Admin fee / account holder | $330 | $4,396-92.5% | $5,329-93.8% | $5,403-93.9% |