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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $37,187 |
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $9,236 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,060 | $47,977-20.7% | $154,111-75.3% | $56,287-32.4% |
| Participation rate | 51.3% | 66.2%-14.9pp | 83.0%-31.8pp | 69.9%-18.6pp |
| Annual return | 7.17% | 3.54%+3.6pp | 735.18%-728.0pp | -9.96%+17.1pp |
| Employer contribution / active EE | $1,005 | $2,169-53.6% | $5,298-81.0% | $2,111-52.4% |
| Participant deferral / active EE | $979 | $2,392-59.1% | $5,081-80.7% | $3,350-70.8% |
| Admin fee / account holder | $287 | $438-34.4% | $13,411-97.9% | $521-44.9% |