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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 35-1253576 | Recordkeeping and information managem... | $66,248 |
Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $13,180 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,325 | $59,402-33.8% | $93,654-58.0% | $74,546-47.2% |
| Participation rate | 69.7% | 59.7%+10.1pp | 68.7%+1.0pp | 67.2%+2.5pp |
| Annual return | 13.13% | 81.86%-68.7pp | 133.34%-120.2pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $2,495 | $1,265+97.3% | $2,421+3.1% | $2,624-4.9% |
| Participant deferral / active EE | $4,831 | $3,049+58.5% | $4,413+9.5% | $4,347+11.1% |
| Admin fee / account holder | $373 | $3,023-87.7% | $8,282-95.5% | $1,944-80.8% |