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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $57,552 |
ARMANINO LLP3 years Service code 10 · EIN 94-6214841 | Accounting | $25,200 |
BPIA, INC5 years Service code 27 · EIN 91-1994673 | Advisory (Plan) | $9,608 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,343 | $60,504-38.3% | $81,882-54.4% | $74,478-49.9% |
| Participation rate | 98.4% | 62.9%+35.5pp | 72.4%+26.0pp | 67.2%+31.1pp |
| Annual return | 9.96% | 16.91%-7.0pp | 779.47%-769.5pp | 1370.56%-1360.6pp |
| Employer contribution / active EE | $2,532 | $2,627-3.6% | $2,916-13.2% | $2,626-3.6% |
| Participant deferral / active EE | $7,480 | $3,400+120.0% | $4,323+73.0% | $4,350+71.9% |
| Admin fee / account holder | $324 | $1,492-78.3% | $7,360-95.6% | $1,946-83.3% |