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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (securities); Custodial (ot... | $50,392 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $14,739 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,368 | $44,221-20.0% | $121,220-70.8% | $56,289-37.2% |
| Participation rate | 65.0% | 61.1%+4.0pp | 71.8%-6.7pp | 69.9%-4.8pp |
| Annual return | -4.98% | -3.58%-1.4pp | 16.94%-21.9pp | -9.96%+5.0pp |
| Employer contribution / active EE | $490 | $1,480-66.9% | $4,023-87.8% | $2,111-76.8% |
| Participant deferral / active EE | $2,313 | $2,521-8.3% | $3,345-30.9% | $3,350-31.0% |
| Admin fee / account holder | $337 | $480-29.8% | $5,021-93.3% | $521-35.2% |