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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $54,141 |
IMA WEALTH INC5 years Filed as: IMA WEALTH, INC. Service code 27 · EIN 48-1233289 | Advisory (Plan) | $34,827 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,094 | $65,125-43.0% | $143,797-74.2% | $66,949-44.6% |
| Participation rate | 79.1% | 65.2%+13.9pp | 80.3%-1.2pp | 69.8%+9.3pp |
| Annual return | -14.90% | -11.13%-3.8pp | -0.04%-14.9pp | 1.57%-16.5pp |
| Employer contribution / active EE | $2,009 | $2,362-15.0% | $4,952-59.4% | $2,545-21.1% |
| Participant deferral / active EE | $2,691 | $2,920-7.9% | $5,638-52.3% | $4,239-36.5% |
| Admin fee / account holder | $546 | $503+8.6% | $14,679-96.3% | $594-8.0% |