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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253756 | Sub-transfer agency fees; Direct paym... | $64,310 |
Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 · EIN 41-0944586 | Advisory (Plan) | $27,684 |
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 | $89,231 | $50,385+77.1% | $75,501+18.2% | $62,293+43.2% |
| Participation rate | 87.7% | 67.7%+20.0pp | 72.4%+15.4pp | 69.5%+18.2pp |
| Annual return | 19.00% | 19.90%-0.9pp | 27.35%-8.4pp | 28.90%-9.9pp |
| Employer contribution / active EE | $7,241 | $1,537+371.0% | $2,352+207.9% | $2,042+254.5% |
| Participant deferral / active EE | $4,573 | $2,445+87.0% | $3,142+45.5% | $3,169+44.3% |
| Admin fee / account holder | $570 | $384+48.5% | $5,801-90.2% | $479+19.0% |