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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $112,710 |
THE WATERFORD GROUP LLC1 year Service code 27 · EIN 80-0675279 | Advisory (Plan) | $10,280 |
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 | $48,366 | $48,744-0.8% | $93,727-48.4% | $200,096-75.8% |
| Participation rate | 32.1% | 63.7%-31.6pp | 68.7%-36.6pp | 72.0%-39.9pp |
| Annual return | 16.91% | 15.36%+1.5pp | 133.83%-116.9pp | 34.26%-17.4pp |
| Employer contribution / active EE | $789 | $1,140-30.8% | $2,421-67.4% | $3,038-74.0% |
| Participant deferral / active EE | $1,699 | $2,825-39.9% | $4,417-61.5% | $5,090-66.6% |
| Admin fee / account holder | $51 | $195-73.8% | $8,292-99.4% | $269-81.0% |