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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Direct paym... | $35,969 |
COMMONWEALTH FINANCIAL NETWORK4+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $10,202 |
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 | $41,101 | $62,928-34.7% | $172,755-76.2% | $67,579-39.2% |
| Participation rate | 48.8% | 64.5%-15.7pp | 82.6%-33.8pp | 71.3%-22.5pp |
| Annual return | 5.27% | 30.36%-25.1pp | 802.94%-797.7pp | 378.56%-373.3pp |
| Employer contribution / active EE | $1,112 | $1,636-32.0% | $5,144-78.4% | $2,148-48.2% |
| Participant deferral / active EE | $998 | $2,145-53.5% | $5,198-80.8% | $3,539-71.8% |
| Admin fee / account holder | $279 | $167+67.6% | $13,955-98.0% | $142+96.3% |