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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $60,020 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $43,870 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,111 | $74,661-54.3% | $160,784-78.8% | $67,986-49.8% |
| Participation rate | 94.0% | 57.1%+36.8pp | 77.0%+17.0pp | 57.2%+36.8pp |
| Annual return | 12.87% | 28.83%-16.0pp | 1803.92%-1791.1pp | 31.67%-18.8pp |
| Employer contribution / active EE | $2,940 | $1,829+60.7% | $3,733-21.2% | $2,019+45.6% |
| Participant deferral / active EE | $3,476 | $3,681-5.6% | $6,293-44.8% | $3,358+3.5% |
| Admin fee / account holder | $325 | $3,959-91.8% | $9,717-96.7% | $3,203-89.8% |