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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $80,449 |
FIRST NATIONAL TRUST COMPANY11+ years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $22,014 |
Employer 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,669 | $50,982-86.9% | $154,803-95.7% | $85,563-92.2% |
| Participation rate | 87.1% | 59.8%+27.3pp | 78.1%+9.0pp | 66.0%+21.2pp |
| Annual return | 12.28% | 30.35%-18.1pp | 58.88%-46.6pp | 31.51%-19.2pp |
| Employer contribution / active EE | $80 | $1,708-95.3% | $4,305-98.1% | $2,654-97.0% |
| Participant deferral / active EE | $814 | $2,474-67.1% | $5,540-85.3% | $4,375-81.4% |
| Admin fee / account holder | $122 | $846-85.6% | $14,329-99.2% | $834-85.4% |