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| Provider | Service type | Compensation |
|---|---|---|
SUP WELFARE PLAN, INC.5+ years Filed as: SUP WELFARE PLAN INC Service code 13 · EIN 94-1243666 | Contract Administrator | $28,633 |
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $26,206 |
LINDQUIST LLP5+ years Service code 10 · EIN 52-2385296 | Accounting | $12,023 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,497 | $46,423+26.0% | $75,900-22.9% | $67,582-13.4% |
| Participation rate | 28.2% | 63.1%-34.9pp | 69.3%-41.1pp | 71.3%-43.1pp |
| Annual return | 21.20% | 32.29%-11.1pp | 30.73%-9.5pp | 378.57%-357.4pp |
| Employer contribution / active EE | $51 | $1,406-96.3% | $2,501-97.9% | $2,148-97.6% |
| Participant deferral / active EE | $1,086 | $2,564-57.7% | $3,604-69.9% | $3,539-69.3% |
| Admin fee / account holder | $394 | $132+198.9% | $5,421-92.7% | $142+176.8% |