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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $50,394 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB Service code 10 · EIN 42-1558009 | Accounting | $2,895 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,650 | $73,848+3.8% | $143,799-46.7% | $68,486+11.9% |
| Participation rate | 85.1% | 66.7%+18.4pp | 80.3%+4.7pp | 67.9%+17.2pp |
| Annual return | -16.49% | 0.91%-17.4pp | -0.04%-16.5pp | -7.85%-8.6pp |
| Employer contribution / active EE | $624 | $3,184-80.4% | $4,952-87.4% | $2,597-76.0% |
| Participant deferral / active EE | $4,467 | $3,385+32.0% | $5,638-20.8% | $4,028+10.9% |
| Admin fee / account holder | $497 | $5,755-91.4% | $14,677-96.6% | $5,404-90.8% |