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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 27-3525757 | Advisory (Plan) | $37,401 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $27,553 |
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 | $173,919 | $60,128+189.2% | $90,440+92.3% | $79,852+117.8% |
| Participation rate | 96.8% | 65.0%+31.8pp | 72.7%+24.2pp | 69.6%+27.2pp |
| Annual return | 16.53% | 71.95%-55.4pp | 1294.38%-1277.9pp | 31.72%-15.2pp |
| Employer contribution / active EE | $8,115 | $2,068+292.4% | $3,263+148.7% | $2,471+228.4% |
| Participant deferral / active EE | $10,784 | $2,939+267.0% | $3,964+172.1% | $3,740+188.3% |
| Admin fee / account holder | $662 | $3,977-83.4% | $5,615-88.2% | $5,306-87.5% |