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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253756 | Sub-transfer agency fees; Recordkeepi... | $75,374 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,813 | $46,072+68.9% | $69,779+11.5% | $55,167+41.0% |
| Participation rate | 81.3% | 67.5%+13.8pp | 71.8%+9.5pp | 69.0%+12.3pp |
| Annual return | 6.15% | 8.68%-2.5pp | 12.99%-6.8pp | 169.23%-163.1pp |
| Employer contribution / active EE | $6,749 | $1,500+350.0% | $2,338+188.6% | $1,963+243.9% |
| Participant deferral / active EE | $4,588 | $2,344+95.8% | $2,931+56.5% | $3,054+50.2% |
| Admin fee / account holder | $522 | $428+22.0% | $4,381-88.1% | $504+3.6% |