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| Provider | Service type | Compensation |
|---|---|---|
SUP WELFARE PLAN, INC.3+ years Filed as: SUP WELFARE PLAN INC Service code 13 · EIN 94-1243666 | Contract Administrator | $25,786 |
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Su... | $21,423 |
LINDQUIST LLP3+ years Service code 10 · EIN 52-2385296 | Accounting | $11,366 |
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 | $48,556 | $44,059+10.2% | $71,671-32.3% | $69,631-30.3% |
| Participation rate | 24.6% | 60.8%-36.1pp | 68.7%-44.1pp | 70.7%-46.1pp |
| Annual return | 13.86% | 21.97%-8.1pp | 20.65%-6.8pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $56 | $1,305-95.7% | $2,460-97.7% | $2,032-97.3% |
| Participant deferral / active EE | $934 | $2,370-60.6% | $3,438-72.8% | $3,224-71.0% |
| Admin fee / account holder | $381 | $108+254.0% | $5,558-93.1% | $110+245.2% |