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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $73,543 |
FIRST NATIONAL TRUST COMPANY1+ years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $42,894 |
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 | $57,667 | $55,441+4.0% | $76,002-24.1% | $77,671-25.8% |
| Participation rate | 46.2% | 63.6%-17.4pp | 69.1%-22.8pp | 70.6%-24.3pp |
| Annual return | 14.39% | 17.08%-2.7pp | 360.07%-345.7pp | 31.21%-16.8pp |
| Employer contribution / active EE | $1,372 | $1,789-23.3% | $2,688-49.0% | $2,726-49.7% |
| Participant deferral / active EE | $2,268 | $3,451-34.3% | $4,257-46.7% | $4,648-51.2% |
| Admin fee / account holder | $340 | $407-16.3% | $6,414-94.7% | $430-20.9% |