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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Claims proc... | $34,439 |
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $9,108 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,730 | $55,453-41.0% | $170,435-80.8% | $62,293-47.5% |
| Participation rate | 55.7% | 66.4%-10.7pp | 83.6%-27.9pp | 69.5%-13.8pp |
| Annual return | 10.01% | 21.38%-11.4pp | 205.94%-195.9pp | 28.90%-18.9pp |
| Employer contribution / active EE | $937 | $2,164-56.7% | $5,432-82.8% | $2,042-54.1% |
| Participant deferral / active EE | $974 | $2,303-57.7% | $4,939-80.3% | $3,169-69.3% |
| Admin fee / account holder | $256 | $455-43.6% | $13,881-98.2% | $479-46.5% |