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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $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 | $48,669-0.6% | $93,654-48.4% | $199,768-75.8% |
| Participation rate | 32.1% | 63.7%-31.6pp | 68.7%-36.6pp | 72.0%-39.9pp |
| Annual return | 16.91% | 15.38%+1.5pp | 133.34%-116.4pp | 34.26%-17.4pp |
| Employer contribution / active EE | $789 | $1,137-30.6% | $2,421-67.4% | $3,037-74.0% |
| Participant deferral / active EE | $1,699 | $2,823-39.8% | $4,413-61.5% | $5,090-66.6% |
| Admin fee / account holder | $51 | $195-73.8% | $8,282-99.4% | $269-81.0% |