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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 27-3525757 | Advisory (Plan) | $30,436 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $25,539 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,237 | $59,191+25.4% | $76,767-3.3% | $56,289+31.9% |
| Participation rate | 58.9% | 75.2%-16.3pp | 77.0%-18.0pp | 69.9%-10.9pp |
| Annual return | -4.97% | 6.62%-11.6pp | 2.43%-7.4pp | -9.96%+5.0pp |
| Employer contribution / active EE | $1,179 | $1,759-32.9% | $2,485-52.5% | $2,111-44.1% |
| Participant deferral / active EE | $2,393 | $3,255-26.5% | $3,852-37.9% | $3,350-28.6% |
| Admin fee / account holder | $614 | $489+25.5% | $6,675-90.8% | $521+17.9% |