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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $63,508 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $480 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,439 | $69,774+39.6% | $67,561+44.2% | $74,429+30.9% |
| Participation rate | 84.4% | 71.4%+13.1pp | 72.9%+11.5pp | 67.2%+17.2pp |
| Annual return | 15.82% | -40.53%+56.4pp | 3525.44%-3509.6pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $3,277 | $2,710+20.9% | $2,735+19.8% | $2,625+24.8% |
| Participant deferral / active EE | $7,692 | $3,636+111.5% | $4,003+92.2% | $4,348+76.9% |
| Admin fee / account holder | $92 | $890-89.7% | $4,006-97.7% | $1,944-95.3% |