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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; Custodial (other t... | $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 | $50,812+1.9% | $155,602-66.7% | $77,692-33.4% |
| Participation rate | 48.4% | 63.1%-14.7pp | 78.2%-29.8pp | 70.6%-22.2pp |
| Annual return | 15.79% | 34.85%-19.1pp | 64.81%-49.0pp | 31.25%-15.5pp |
| Employer contribution / active EE | $556 | $1,989-72.0% | $4,675-88.1% | $2,726-79.6% |
| Participant deferral / active EE | $2,702 | $2,822-4.3% | $5,629-52.0% | $4,648-41.9% |
| Admin fee / account holder | $287 | $436-34.3% | $15,923-98.2% | $431-33.4% |