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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $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 | $60,393-38.2% | $81,820-54.4% | $74,429-49.8% |
| Participation rate | 98.4% | 62.9%+35.5pp | 72.4%+26.0pp | 67.2%+31.2pp |
| Annual return | 9.96% | 16.89%-6.9pp | 777.93%-768.0pp | 1368.38%-1358.4pp |
| Employer contribution / active EE | $2,532 | $2,626-3.6% | $2,915-13.1% | $2,625-3.5% |
| Participant deferral / active EE | $7,480 | $3,397+120.2% | $4,323+73.0% | $4,348+72.0% |
| Admin fee / account holder | $324 | $1,491-78.3% | $7,391-95.6% | $1,944-83.3% |