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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CONSOLIDATED FINANCIAL MANAGEMENT G Service code 27 · EIN 31-1612116 | Advisory (Plan) | $56,497 |
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Su... | $51,147 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,836 | $122,063+62.9% | $184,256+7.9% | $74,478+167.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 16.03% | 19.92%-3.9pp | 28.85%-12.8pp | 1370.56%-1354.5pp |
| Employer contribution / active EE | $3,307 | $4,539-27.1% | $6,427-48.5% | $2,626+25.9% |
| Participant deferral / active EE | $13,976 | $7,144+95.6% | $9,133+53.0% | $4,350+221.3% |
| Admin fee / account holder | $494 | $1,253-60.6% | $13,899-96.4% | $1,946-74.6% |