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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $40,933 |
SUP WELFARE PLAN, INC.2+ years Filed as: SUP WELFARE PLAN INC Service code 13 · EIN 94-1243666 | Contract Administrator | $25,832 |
LINDQUIST LLP2+ years Service code 10 · EIN 52-2385296 | Accounting | $11,100 |
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 | $44,822 | $39,819+12.6% | $67,834-33.9% | $57,658-22.3% |
| Participation rate | 24.3% | 61.2%-36.9pp | 68.8%-44.5pp | 70.2%-45.9pp |
| Annual return | 6.82% | 9.19%-2.4pp | 138.47%-131.7pp | 5.13%+1.7pp |
| Employer contribution / active EE | $54 | $1,277-95.8% | $2,403-97.7% | $1,974-97.3% |
| Participant deferral / active EE | $928 | $2,209-58.0% | $3,160-70.6% | $3,061-69.7% |
| Admin fee / account holder | $483 | $84+477.7% | $4,622-89.5% | $95+411.0% |