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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $107,631 |
Filed as: STEWART MARTIN DUDLEY WEBB, PC Service code 10 · EIN 75-2290093 | Accounting | $17,128 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,106 | $54,690-30.3% | $76,030-49.9% | $74,478-48.8% |
| Participation rate | 84.7% | 60.3%+24.3pp | 69.1%+15.6pp | 67.2%+17.4pp |
| Annual return | 9.97% | 31.92%-21.9pp | 361.54%-351.6pp | 1370.56%-1360.6pp |
| Employer contribution / active EE | $1,931 | $1,781+8.4% | $2,688-28.2% | $2,626-26.5% |
| Participant deferral / active EE | $4,689 | $3,070+52.7% | $4,257+10.1% | $4,350+7.8% |
| Admin fee / account holder | $242 | $2,240-89.2% | $6,421-96.2% | $1,946-87.5% |