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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CONSOLIDATED FINANCIAL MANAGEMENT G Service code 27 · EIN 31-1612116 | Advisory (Plan) | $32,509 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $29,831 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,509 | $79,523+27.6% | $140,019-27.5% | $56,289+80.3% |
| Participation rate | 97.0% | 85.7%+11.3pp | 87.5%+9.5pp | 69.9%+27.2pp |
| Annual return | -3.90% | 2.39%-6.3pp | 651.17%-655.1pp | -9.96%+6.1pp |
| Employer contribution / active EE | $2,695 | $3,350-19.6% | $5,605-51.9% | $2,111+27.7% |
| Participant deferral / active EE | $9,952 | $5,129+94.0% | $6,927+43.7% | $3,350+197.1% |
| Admin fee / account holder | $400 | $614-34.8% | $10,705-96.3% | $521-23.2% |