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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $15,561 |
GREENLEAF TRUST1 year Filed as: GREENLEAF ADVISORS, LLC Service code 10 · EIN 47-1303673 | Accounting | $8,686 |
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 | $58,789 | $46,732+25.8% | $156,551-62.4% | $55,167+6.6% |
| Participation rate | 56.9% | 65.8%-8.9pp | 84.0%-27.1pp | 69.0%-12.1pp |
| Annual return | 6.55% | 17.72%-11.2pp | 32.23%-25.7pp | 169.23%-162.7pp |
| Employer contribution / active EE | $636 | $2,105-69.8% | $5,501-88.4% | $1,963-67.6% |
| Participant deferral / active EE | $2,258 | $2,204+2.5% | $4,871-53.6% | $3,054-26.1% |
| Admin fee / account holder | $202 | $418-51.6% | $13,028-98.4% | $504-59.9% |