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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Direct paym... | $67,803 |
FIRST NATIONAL TRUST COMPANY4+ years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $15,134 |
Filed as: ARNETT CARBIS TOOTHMAN Service code 10 · EIN 55-0486667 | Accounting | $12,075 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
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 | $2,258 | $45,382-95.0% | $154,108-98.5% | $75,289-97.0% |
| Participation rate | 92.4% | 65.9%+26.5pp | 83.0%+9.3pp | 72.4%+20.0pp |
| Annual return | -6.54% | -0.47%-6.1pp | 735.21%-741.7pp | -0.04%-6.5pp |
| Employer contribution / active EE | $97 | $1,533-93.7% | $5,298-98.2% | $2,405-96.0% |
| Participant deferral / active EE | $448 | $2,384-81.2% | $5,081-91.2% | $3,739-88.0% |
| Admin fee / account holder | $75 | $89-16.0% | $13,411-99.4% | $102-26.6% |