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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Filed as: STANCORP FINANCIAL SERVICES Service code 12 · EIN 93-1253576 | Claims processing; Sub-transfer agenc... | $43,296 |
TRIAD ADVISORS INC10+ years Filed as: TRIAD ADVISORS Service code 27 · EIN 65-0173164 | Advisory (Plan) | $21,335 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,782 | $50,902+1.7% | $155,534-66.7% | $77,736-33.4% |
| Participation rate | 48.4% | 63.1%-14.7pp | 78.2%-29.9pp | 70.6%-22.2pp |
| Annual return | 15.79% | 34.85%-19.1pp | 64.92%-49.1pp | 31.26%-15.5pp |
| Employer contribution / active EE | $556 | $1,991-72.1% | $4,675-88.1% | $2,728-79.6% |
| Participant deferral / active EE | $2,702 | $2,824-4.3% | $5,630-52.0% | $4,651-41.9% |
| Admin fee / account holder | $287 | $437-34.4% | $15,900-98.2% | $433-33.9% |