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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $12,700 |
Service code 27 · EIN 27-3525757 | Advisory (Plan) | $10,374 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,122 | $56,640-46.8% | $78,002-61.4% | $55,167-45.4% |
| Participation rate | 36.3% | 73.3%-37.0pp | 75.5%-39.2pp | 69.0%-32.7pp |
| Annual return | 6.42% | 2868.48%-2862.1pp | 425.99%-419.6pp | 169.23%-162.8pp |
| Employer contribution / active EE | $389 | $1,724-77.4% | $2,470-84.3% | $1,963-80.2% |
| Participant deferral / active EE | $1,271 | $2,778-54.2% | $3,497-63.6% | $3,054-58.4% |
| Admin fee / account holder | $336 | $467-27.9% | $5,481-93.9% | $504-33.3% |