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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 35-1253576 | Shareholder servicing fees; Custodial... | $57,141 |
Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $9,451 |
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 | $35,419 | $54,717-35.3% | $86,216-58.9% | $71,511-50.5% |
| Participation rate | 59.9% | 60.1%-0.2pp | 69.0%-9.1pp | 67.9%-8.0pp |
| Annual return | 26.89% | 20.07%+6.8pp | 1169.42%-1142.5pp | 28.86%-2.0pp |
| Employer contribution / active EE | $2,451 | $1,267+93.5% | $2,382+2.9% | $2,589-5.3% |
| Participant deferral / active EE | $4,562 | $3,110+46.7% | $3,986+14.4% | $4,291+6.3% |
| Admin fee / account holder | $326 | $1,922-83.0% | $6,853-95.2% | $1,588-79.5% |