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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $99,292 |
GREERWALKER LLP1 year Service code 10 · EIN 56-1434747 | Accounting | $13,500 |
Employer contribution per participant 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 | $32,729 | $45,126-27.5% | $85,187-61.6% | $74,459-56.0% |
| Participation rate | 84.0% | 49.4%+34.6pp | 67.5%+16.5pp | 67.2%+16.8pp |
| Annual return | 13.46% | 26.30%-12.8pp | 66.67%-53.2pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $200 | $1,460-86.3% | $2,732-92.7% | $2,626-92.4% |
| Participant deferral / active EE | $6,336 | $2,738+131.4% | $4,525+40.0% | $4,350+45.7% |
| Admin fee / account holder | $96 | $2,212-95.7% | $6,162-98.4% | $1,945-95.1% |