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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $26,379 |
Filed as: INVESTMENT CONSULTING SERVICES LLC Service code 27 · EIN 32-0016703 | Advisory (Plan) | $9,354 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,071 | $122,042-62.2% | $184,260-75.0% | $74,459-38.1% |
| Participation rate | 47.4% | 85.5%-38.1pp | 86.8%-39.5pp | 67.2%-19.9pp |
| Annual return | 2.66% | 19.91%-17.3pp | 28.84%-26.2pp | 1369.70%-1367.0pp |
| Employer contribution / active EE | $1,119 | $4,537-75.3% | $6,427-82.6% | $2,626-57.4% |
| Participant deferral / active EE | $2,563 | $7,143-64.1% | $9,133-71.9% | $4,350-41.1% |
| Admin fee / account holder | $927 | $1,252-26.0% | $13,898-93.3% | $1,945-52.3% |