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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $39,664 |
SUP WELFARE PLAN, INC.1+ years Filed as: SUP WELFARE PLAN INC Service code 13 · EIN 94-1243666 | Contract Administrator | $25,301 |
TRUCKER HUSS1+ years Service code 29 · EIN 94-3216063 | Legal | $14,062 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $10,730 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $41,447 | $39,458+5.0% | $60,547-31.5% | $55,191-24.9% |
| Participation rate | 26.4% | 59.6%-33.2pp | 68.0%-41.5pp | 69.2%-42.7pp |
| Annual return | -1.08% | 3.35%-4.4pp | 335.64%-336.7pp | 10.78%-11.9pp |
| Employer contribution / active EE | $61 | $1,210-95.0% | $2,419-97.5% | $1,899-96.8% |
| Participant deferral / active EE | $830 | $2,140-61.2% | $3,328-75.1% | $3,046-72.8% |
| Admin fee / account holder | $524 | $95+451.1% | $4,536-88.4% | $91+477.6% |