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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 10 · EIN 93-1253576 1100 SW SIXTH AVE. · PORTLAND, OR 97204 | Accounting | $25,789 |
OSBORNE & ASSOCIATES, INC.5+ years Filed as: OSBORNE & ASSOCIATES INC. Service code 27 · EIN 77-0573145 4216 KIERNAN AVE., SUITE 201 · MODESTO, CA 95356 | Advisory (Plan) | $701 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,048 | $88,203-82.9% | $165,100-90.9% | $74,478-79.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 9.59% | 17.13%-7.5pp | 70.21%-60.6pp | 1370.56%-1361.0pp |
| Employer contribution / active EE | $2,028 | $2,601-22.0% | $4,348-53.3% | $2,626-22.8% |
| Participant deferral / active EE | $2,222 | $4,505-50.7% | $6,035-63.2% | $4,350-48.9% |
| Admin fee / account holder | $24 | $2,235-98.9% | $12,696-99.8% | $1,946-98.8% |