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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $77,383 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $45,030 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,109 | $89,465-37.3% | $164,866-66.0% | $77,671-27.8% |
| Participation rate | 62.3% | 78.6%-16.3pp | 78.6%-16.3pp | 70.6%-8.3pp |
| Annual return | 15.84% | 28.81%-13.0pp | 69.97%-54.1pp | 31.21%-15.4pp |
| Employer contribution / active EE | $1,744 | $2,568-32.1% | $4,343-59.8% | $2,726-36.0% |
| Participant deferral / active EE | $3,645 | $4,897-25.6% | $6,033-39.6% | $4,648-21.6% |
| Admin fee / account holder | $95 | $340-72.1% | $12,689-99.3% | $430-78.0% |