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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $107,772 |
SUP WELFARE PLAN, INC.5+ years Service code 13 · EIN 94-1234366 | Contract Administrator | $68,918 |
LINDQUIST LLP5+ years Service code 10 · EIN 52-2385296 | Accounting | $11,496 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $5,691 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,719 | $67,598+319.7% | $75,901+273.8% | $77,775+264.8% |
| Participation rate | 9.2% | 69.6%-60.4pp | 69.3%-60.1pp | 73.2%-64.0pp |
| Annual return | 18.07% | 23.18%-5.1pp | 30.76%-12.7pp | 32.58%-14.5pp |
| Employer contribution / active EE | $1,883 | $2,430-22.5% | $2,501-24.7% | $2,504-24.8% |
| Participant deferral / active EE | $0 | $3,502-100.0% | $3,603-100.0% | $3,966-100.0% |
| Admin fee / account holder | $1,428 | $96+1383.1% | $5,420-73.6% | $100+1327.5% |