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| Provider | Service type | Compensation |
|---|---|---|
SUP WELFARE PLAN, INC.1 year Filed as: SUP WELFARE Service code 13 · EIN 94-1243666 | Contract Administrator | $35,502 |
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $33,370 |
LINDQUIST LLP7+ years Service code 10 · EIN 52-2385296 | Accounting | $12,818 |
TRUCKER HUSS7+ years Service code 29 · EIN 94-3216063 | Legal | $7,910 |
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 | $64,006 | $58,347+9.7% | $85,709-25.3% | $86,821-26.3% |
| Participation rate | 31.5% | 64.9%-33.4pp | 69.9%-38.4pp | 72.3%-40.8pp |
| Annual return | 12.42% | 18.43%-6.0pp | 21.49%-9.1pp | 97.94%-85.5pp |
| Employer contribution / active EE | $51 | $1,751-97.1% | $2,619-98.0% | $2,406-97.9% |
| Participant deferral / active EE | $1,162 | $3,065-62.1% | $3,924-70.4% | $4,132-71.9% |
| Admin fee / account holder | $456 | $147+209.1% | $6,876-93.4% | $170+168.8% |