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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $49,822 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB Service code 10 · EIN 42-1558009 | Accounting | $6,960 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $94,883 | $85,171+11.4% | $172,752-45.1% | $72,975+30.0% |
| Participation rate | 85.4% | 70.1%+15.3pp | 82.6%+2.7pp | 69.5%+15.9pp |
| Annual return | 21.08% | 27.32%-6.2pp | 802.97%-781.9pp | 81.01%-59.9pp |
| Employer contribution / active EE | $632 | $3,324-81.0% | $5,144-87.7% | $2,440-74.1% |
| Participant deferral / active EE | $6,324 | $3,260+94.0% | $5,198+21.7% | $3,608+75.3% |
| Admin fee / account holder | $556 | $5,880-90.5% | $13,955-96.0% | $5,124-89.2% |