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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 15 · EIN 93-1253576 1100 SW SIXTH AVE. · PORTLAND, OR 97204 | Recordkeeping | $16,397 |
OSBORNE & ASSOCIATES, INC.4+ years Filed as: OSBORNE & ASSOCIATES INC. Service code 27 · EIN 77-0573145 4216 KIERNAN AVE., SUITE 201 · MODESTO, CA 95356 | Advisory (Plan) | $1,200 |
Participant contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,431 | $83,090-86.2% | $130,062-91.2% | $71,529-84.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 14.55% | 20.61%-6.1pp | -137.37%+151.9pp | 28.97%-14.4pp |
| Employer contribution / active EE | $1,744 | $2,624-33.5% | $4,322-59.7% | $2,590-32.7% |
| Participant deferral / active EE | $1,967 | $4,436-55.6% | $5,821-66.2% | $4,291-54.2% |
| Admin fee / account holder | $22 | $1,727-98.7% | $10,601-99.8% | $1,588-98.6% |