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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253756 | Sub-transfer agency fees; Direct paym... | $58,940 |
WOODBURY FINANCIAL SERVICES3 years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 · EIN 41-0944586 | Advisory (Plan) | $58,483 |
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 | $107,638 | $50,666+112.4% | $76,657+40.4% | $65,185+65.1% |
| Participation rate | 88.7% | 68.8%+19.9pp | 72.1%+16.6pp | 70.2%+18.5pp |
| Annual return | 25.32% | 28.51%-3.2pp | 1166.74%-1141.4pp | 29.38%-4.1pp |
| Employer contribution / active EE | $8,613 | $1,575+446.9% | $2,303+274.1% | $2,177+295.7% |
| Participant deferral / active EE | $5,246 | $2,647+98.2% | $3,335+57.3% | $3,514+49.3% |
| Admin fee / account holder | $596 | $463+28.8% | $6,423-90.7% | $847-29.6% |